Arax Advisory Partners’s Penumbra PEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$260K Buy
822
+255
+45% +$82.6K ﹤0.01% 2063
2026
Q1
$186K Sell
567
-114
-17% -$38.6K 0.01% 1120
2025
Q4
$212K Sell
681
-1,903
-74% -$526K 0.01% 1015
2025
Q3
$655K Buy
2,584
+2,552
+7,975% +$644K 0.01% 800
2025
Q2
$8.21K Sell
32
-46
-59% -$12.5K ﹤0.01% 2055
2025
Q1
$20.9K Sell
78
-196
-72% -$53K ﹤0.01% 1290
2024
Q4
$65.1K Buy
274
+18
+7% +$4.09K ﹤0.01% 817
2024
Q3
$49.7K Buy
256
+8
+3% +$1.51K ﹤0.01% 719
2024
Q2
$44.6K Buy
+248
New +$49.5K ﹤0.01% 701

Other funds holding PEN

Arax Advisory Partners's PEN Position: Q2 2026 in Review

Arax Advisory Partners increased its Penumbra (PEN) stake by 45% in Q2 2026, buying an estimated $82.6K and bringing the position to 822 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Arax Advisory Partners first reported a position in PEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $655K in Q3 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Arax Advisory Partners held 822 shares of Penumbra worth $260K as of Q2 2026.
  • Arax Advisory Partners bought 255 Penumbra shares in Q2 2026, an estimated $82.6K.
  • Penumbra made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2063 holding.
  • Arax Advisory Partners first reported a position in Penumbra in Q2 2024 and has held it in 9 quarters since.
  • Arax Advisory Partners's Penumbra position peaked at $655K in Q3 2025.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.