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Bartlett & Co Wealth Management’s Penumbra PEN Stock Holding History

Bartlett & Co Wealth 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
2025
Q3 		– Sell
-52
Closed -$13.3K – 1260
2025
Q2 		$13.3K Hold
52
– – ﹤0.01% 879
2025
Q1 		$13.9K Hold
52
– – ﹤0.01% 875
2024
Q4 		$12.3K Hold
52
– – ﹤0.01% 887
2024
Q3 		$10.1K Buy
+52
New +$9.83K ﹤0.01% 911

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bartlett & Co Wealth Management's PEN Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of Penumbra (PEN) in Q3 2025, closing a stake of 52 shares — an estimated $13.3K sold.

Bartlett & Co Wealth Management first reported a position in PEN in Q3 2024 and held it in 4 quarters. The position peaked at $13.9K in Q1 2025. 420 funds tracked by Wall St. Rank hold PEN as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining Penumbra position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 52 Penumbra shares in Q3 2025, an estimated $13.3K.
  • Bartlett & Co Wealth Management first reported a position in Penumbra in Q3 2024 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's Penumbra position peaked at $13.9K in Q1 2025.
  • 420 funds tracked by Wall St. Rank held Penumbra as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.