Atria Investments’s Penumbra PEN Stock Holding History

Atria Investments’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	–	Sell	-619	Closed	-$203K	–	2231
2026 Q1	$203K	Buy	+619	New	+$210K	﹤0.01%	1971
2025 Q2	–	Sell	-1,448	Closed	-$387K	–	2058
2025 Q1	$387K	Buy	1,448 +516	+55%	+$140K	0.01%	1486
2024 Q4	$221K	Buy	+932	New	+$212K	﹤0.01%	1738

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

Atria Investments's PEN Position: Q2 2026 in Review

Atria Investments sold out of Penumbra (PEN) in Q2 2026, closing a stake of 619 shares — an estimated $203K sold.

Atria Investments first reported a position in PEN in Q4 2024 and held it in 3 quarters. The position peaked at $387K in Q1 2025. 452 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Atria Investments reported no remaining Penumbra position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 619 Penumbra shares in Q2 2026, an estimated $203K.
Atria Investments first reported a position in Penumbra in Q4 2024 and held it in 3 quarters.
Atria Investments's Penumbra position peaked at $387K in Q1 2025.
452 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.