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Bell Investment Advisors’s Penumbra PEN Stock Holding History

Bell Investment Advisors’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
Q4 		– Sell
-2
Closed -$507 – 1916
2025
Q3 		$507 Hold
2
– – ﹤0.01% 1762
2025
Q2 		$514 Buy
+2
New +$544 ﹤0.01% 1757
2024
Q4 		– Sell
-2
Closed -$389 – 1940
2024
Q3 		$389 Sell
2
-5
-71% -$945 ﹤0.01% 1827
2024
Q2 		$1.26K Sell
7
-2
-22% -$399 ﹤0.01% 1537
2024
Q1 		$2.01K Buy
9
+2
+29% +$494 ﹤0.01% 1362
2023
Q4 		$1.76K Buy
7
+2
+40% +$442 ﹤0.01% 1380
2023
Q3 		$1.21K Sell
5
-5
-50% -$1.39K ﹤0.01% 1493
2023
Q2 		$3.44K Hold
10
– – ﹤0.01% 1013
2023
Q1 		$2.79K Hold
10
– – ﹤0.01% 1082
2022
Q4 		$2.23K Buy
10
+3
+43% +$587 ﹤0.01% 1229
2022
Q3 		$1K Buy
7
+3
+75% +$481 ﹤0.01% 1521
2022
Q2 		$0 Buy
+4
New +$635 ﹤0.01% 1806
2021
Q4 		$1K Hold
2
– – ﹤0.01% 1554
2021
Q3 		$1K Buy
+2
New +$538 ﹤0.01% 1514

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bell Investment Advisors's PEN Position: Q4 2025 in Review

Bell Investment Advisors sold out of Penumbra (PEN) in Q4 2025, closing a stake of 2 shares — an estimated $507 sold.

Bell Investment Advisors first reported a position in PEN in Q3 2021 and held it in 14 quarters. The position peaked at $3.44K in Q2 2023. 439 funds tracked by Wall St. Rank hold PEN as of Q4 2025.

  • Bell Investment Advisors reported no remaining Penumbra position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 2 Penumbra shares in Q4 2025, an estimated $507.
  • Bell Investment Advisors first reported a position in Penumbra in Q3 2021 and held it in 14 quarters.
  • Bell Investment Advisors's Penumbra position peaked at $3.44K in Q2 2023.
  • 439 funds tracked by Wall St. Rank held Penumbra as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.