Cullinan Associates’s Palo Alto Networks PANW Stock Holding History

Cullinan Associates’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$978K	Buy	6,100 +100	+2%	+$16.8K	0.08%	122
2025 Q4	$1.11M	Buy	6,000 +4,400	+275%	+$888K	0.07%	126
2025 Q3	$326K	Buy	1,600 +200	+14%	+$38.3K	0.02%	189
2025 Q2	$286K	Sell	1,400 -200	-13%	-$37.1K	0.02%	194
2025 Q1	$273K	Hold	1,600	–	–	0.02%	194
2024 Q4	$291K	Sell	1,600 -600	-27%	-$113K	0.02%	200
2024 Q3	$415K	Buy	+2,200	New	+$370K	0.02%	191
2024 Q1	–	Sell	-2,600	Closed	-$383K	–	254
2023 Q4	$383K	Sell	2,600 -200	-7%	-$26.7K	0.02%	197
2023 Q3	$328K	Hold	2,800	–	–	0.02%	210
2023 Q2	$358K	Buy	+2,800	New	+$291K	0.02%	211
2022 Q4	–	Sell	-3,000	Closed	-$246K	–	278
2022 Q3	$246K	Hold	3,000	–	–	0.02%	216
2022 Q2	$247K	Buy	+3,000	New	+$266K	0.02%	211

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cullinan Associates's PANW Position: Q1 2026 in Review

Cullinan Associates increased its Palo Alto Networks (PANW) stake by 1.7% in Q1 2026, buying an estimated $16.8K and bringing the position to 6,100 shares worth $978K. The position accounts for 0.08% of the portfolio, ranked #122.

Cullinan Associates first reported a position in PANW in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.11M in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Cullinan Associates held 6,100 shares of Palo Alto Networks worth $978K as of Q1 2026.
Cullinan Associates bought 100 Palo Alto Networks shares in Q1 2026, an estimated $16.8K.
Palo Alto Networks made up 0.08% of Cullinan Associates's portfolio in Q1 2026, its #122 holding.
Cullinan Associates first reported a position in Palo Alto Networks in Q2 2022 and has held it in 12 quarters since.
Cullinan Associates's Palo Alto Networks position peaked at $1.11M in Q4 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Cullinan Associates's 13F filing for Q1 2026, filed 1 May 2026.