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Bridgewater Associates’s Penumbra PEN Stock Holding History

Bridgewater Associates’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 		$499K Sell
1,580
-8,458
-84% -$2.74M ﹤0.01% 920
2026
Q1 		$3.3M Buy
10,038
+8,847
+743% +$3M 0.01% 523
2025
Q4 		$370K Sell
1,191
-89
-7% -$24.6K ﹤0.01% 993
2025
Q3 		$324K Sell
1,280
-2,034
-61% -$513K ﹤0.01% 961
2025
Q2 		$850K Buy
3,314
+1,728
+109% +$470K ﹤0.01% 484
2025
Q1 		$424K Sell
1,586
-2,404
-60% -$650K ﹤0.01% 584
2024
Q4 		$948K Sell
3,990
-1,799
-31% -$409K ﹤0.01% 515
2024
Q3 		$1.12M Sell
5,789
-13,613
-70% -$2.57M 0.01% 582
2024
Q2 		$3.49M Sell
19,402
-962
-5% -$192K 0.02% 428
2024
Q1 		$4.54M Sell
20,364
-18,577
-48% -$4.59M 0.02% 388
2023
Q4 		$9.8M Buy
38,941
+21,800
+127% +$4.82M 0.05% 246
2023
Q3 		$4.15M Sell
17,141
-23,241
-58% -$6.45M 0.03% 385
2023
Q2 		$13.9M Sell
40,382
-3,993
-9% -$1.23M 0.09% 164
2023
Q1 		$12.4M Sell
44,375
-227
-0.5% -$57.9K 0.08% 182
2022
Q4 		$9.92M Sell
44,602
-13,909
-24% -$2.72M 0.05% 252
2022
Q3 		$11.1M Sell
58,511
-576
-1% -$92.4K 0.06% 240
2022
Q2 		$7.36M Buy
59,087
+5,902
+11% +$936K 0.03% 396
2022
Q1 		$11.8M Buy
53,185
+14,524
+38% +$3.23M 0.05% 267
2021
Q4 		$11.1M Buy
38,661
+2,170
+6% +$574K 0.06% 180
2021
Q3 		$9.72M Sell
36,491
-1,535
-4% -$413K 0.05% 205
2021
Q2 		$10.4M Buy
38,026
+15,977
+72% +$4.36M 0.07% 210
2021
Q1 		$5.97M Buy
22,049
+971
+5% +$251K 0.05% 210
2020
Q4 		$3.69M Buy
21,078
+12,637
+150% +$2.77M 0.03% 233
2020
Q3 		$1.64M Buy
+8,441
New +$1.78M 0.02% 294

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

Bridgewater Associates's PEN Position: Q2 2026 in Review

Bridgewater Associates reduced its Penumbra (PEN) stake by 84% in Q2 2026, selling an estimated $2.74M and leaving 1,580 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Bridgewater Associates first reported a position in PEN in Q3 2020 and has held it in 24 quarters since. The position peaked at $13.9M in Q2 2023. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Bridgewater Associates held 1,580 shares of Penumbra worth $499K as of Q2 2026.
  • Bridgewater Associates sold 8,458 Penumbra shares in Q2 2026, an estimated $2.74M.
  • Penumbra made up ﹤0.01% of Bridgewater Associates's portfolio in Q2 2026, its #920 holding.
  • Bridgewater Associates first reported a position in Penumbra in Q3 2020 and has held it in 24 quarters since.
  • Bridgewater Associates's Penumbra position peaked at $13.9M in Q2 2023.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.