Advisornet Financial’s Penumbra PEN Stock Holding History

Advisornet Financial’s Portfolio PEN Stock Details PEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$145K	Sell	458 -3	-0.7%	-$972	0.01%	740
2026 Q1	$151K	Buy	461 +140	+44%	+$47.4K	0.01%	686
2025 Q4	$99.8K	Buy	321 +5	+2%	+$1.38K	0.01%	820
2025 Q3	$80K	Buy	316 +314	+15,700%	+$79.2K	﹤0.01%	864
2025 Q2	$513	Sell	2 -1	-33%	-$272	﹤0.01%	2055
2025 Q1	$802	Buy	3 +2	+200%	+$541	﹤0.01%	1910
2024 Q4	$237	Sell	1 -1	-50%	-$227	﹤0.01%	1869
2024 Q3	$389	Sell	2 -3	-60%	-$567	﹤0.01%	2050
2024 Q2	$900	Buy	+5	New	+$998	﹤0.01%	1839
2024 Q1	–	Sell	-1	Closed	-$252	–	2398
2023 Q4	$252	Sell	1 -1	-50%	-$221	﹤0.01%	2257
2023 Q3	$484	Hold	2	–	–	﹤0.01%	1990
2023 Q2	$688	Hold	2	–	–	﹤0.01%	1979
2023 Q1	$557	Buy	2 +1	+100%	+$255	﹤0.01%	2045
2022 Q4	$222	Sell	1 -1	-50%	-$196	﹤0.01%	2197
2022 Q3	$0	Buy	+2	New	+$321	﹤0.01%	1995
2019 Q3	–	Sell	-18	Closed	-$3K	–	1929
2019 Q2	$3K	Buy	+18	New	+$2.6K	﹤0.01%	1475

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Advisornet Financial's PEN Position: Q2 2026 in Review

Advisornet Financial reduced its Penumbra (PEN) stake by 0.65% in Q2 2026, selling an estimated $972 and leaving 458 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #740.

Advisornet Financial first reported a position in PEN in Q2 2019 and has held it in 16 quarters since. The position peaked at $151K in Q1 2026. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Advisornet Financial held 458 shares of Penumbra worth $145K as of Q2 2026.
Advisornet Financial sold 3 Penumbra shares in Q2 2026, an estimated $972.
Penumbra made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #740 holding.
Advisornet Financial first reported a position in Penumbra in Q2 2019 and has held it in 16 quarters since.
Advisornet Financial's Penumbra position peaked at $151K in Q1 2026.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.