Bellevue Asset Management’s Penumbra PEN Stock Holding History

Bellevue Asset 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	$1.58K	Buy	+5	New	+$1.62K	﹤0.01%	496
2021 Q2	–	Sell	-11	Closed	-$3K	–	639
2021 Q1	$3K	Sell	11 -6	-35%	-$1.55K	﹤0.01%	522
2020 Q4	$4K	Sell	17 -2	-11%	-$438	﹤0.01%	477
2020 Q3	$4K	Sell	19 -4	-17%	-$841	﹤0.01%	438
2020 Q2	$4K	Hold	23	–	–	﹤0.01%	433
2020 Q1	$2K	Buy	23 +10	+77%	+$1.69K	﹤0.01%	521
2019 Q4	$2K	Buy	+13	New	+$2.07K	﹤0.01%	452

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bellevue Asset Management's PEN Position: Q2 2026 in Review

Bellevue Asset Management opened a new position in Penumbra (PEN) in Q2 2026: 5 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Bellevue Asset Management previously reported a position in PEN as recently as Q1 2021.

Bellevue Asset Management first reported a position in PEN in Q4 2019 and has held it in 7 quarters since. The position peaked at $4K in Q4 2020. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Bellevue Asset Management held 5 shares of Penumbra worth $1.58K as of Q2 2026.
Penumbra was a new Bellevue Asset Management position in Q2 2026.
Penumbra made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #496 holding.
Bellevue Asset Management first reported a position in Penumbra in Q4 2019 and has held it in 7 quarters since.
Bellevue Asset Management's Penumbra position peaked at $4K in Q4 2020.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.