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Azimuth Capital Investment Management’s Penumbra PEN Stock Holding History

Azimuth Capital Investment Management’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 		$489K Sell
1,550
-55
-3% -$17.8K 0.02% 251
2026
Q1 		$527K Sell
1,605
-64,158
-98% -$21.7M 0.02% 238
2025
Q4 		$20.4M Sell
65,763
-9,490
-13% -$2.62M 0.73% 33
2025
Q3 		$19.1M Sell
75,253
-2,358
-3% -$595K 0.68% 44
2025
Q2 		$19.9M Buy
77,611
+44,711
+136% +$12.2M 0.74% 39
2025
Q1 		$8.8M Sell
32,900
-6,277
-16% -$1.7M 0.35% 101
2024
Q4 		$9.3M Sell
39,177
-740
-2% -$168K 0.36% 95
2024
Q3 		$7.76M Sell
39,917
-21,081
-35% -$3.98M 0.3% 112
2024
Q2 		$11M Sell
60,998
-1,652
-3% -$330K 0.45% 68
2024
Q1 		$14M Sell
62,650
-3,551
-5% -$878K 0.58% 54
2023
Q4 		$16.7M Buy
66,201
+12,088
+22% +$2.67M 0.75% 46
2023
Q3 		$13.1M Buy
54,113
+28,604
+112% +$7.94M 0.64% 49
2023
Q2 		$8.78M Sell
25,509
-451
-2% -$138K 0.42% 76
2023
Q1 		$7.23M Sell
25,960
-9,598
-27% -$2.45M 0.36% 111
2022
Q4 		$7.91M Buy
35,558
+1,790
+5% +$350K 0.4% 82
2022
Q3 		$6.4M Sell
33,768
-10,383
-24% -$1.67M 0.35% 98
2022
Q2 		$5.5M Buy
+44,151
New +$7.01M 0.28% 129

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Azimuth Capital Investment Management's PEN Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Penumbra (PEN) stake by 3.4% in Q2 2026, selling an estimated $17.8K and leaving 1,550 shares worth $489K. The position accounts for 0.02% of the portfolio, ranked #251.

Azimuth Capital Investment Management first reported a position in PEN in Q2 2022 and has held it in 17 quarters since. The position peaked at $20.4M in Q4 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Azimuth Capital Investment Management held 1,550 shares of Penumbra worth $489K as of Q2 2026.
  • Azimuth Capital Investment Management sold 55 Penumbra shares in Q2 2026, an estimated $17.8K.
  • Penumbra made up 0.02% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #251 holding.
  • Azimuth Capital Investment Management first reported a position in Penumbra in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's Penumbra position peaked at $20.4M in Q4 2025.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.