Capital World Investors’s Penumbra PEN Stock Holding History

Capital World Investors’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	$151M	Buy	479,701 +28,886	+6%	+$9.36M	0.02%	350
2026 Q1	$148M	Buy	450,815 +24,359	+6%	+$8.25M	0.02%	342
2025 Q4	$133M	Buy	426,456 +10,724	+3%	+$2.96M	0.02%	325
2025 Q3	$105M	Sell	415,732 -129,455	-24%	-$32.7M	0.01%	341
2025 Q2	$140M	Buy	545,187 +1,362	+0.3%	+$371K	0.02%	312
2025 Q1	$145M	Hold	543,825	–	–	0.02%	303
2024 Q4	$129M	Sell	543,825 -187	-0%	-$42.5K	0.02%	316
2024 Q3	$106M	Sell	544,012 -981	-0.2%	-$185K	0.02%	334
2024 Q2	$98.1M	Buy	544,993 +1,719	+0.3%	+$343K	0.02%	335
2024 Q1	$121M	Hold	543,274	–	–	0.02%	327
2023 Q4	$137M	Hold	543,274	–	–	0.02%	308
2023 Q3	$131M	Sell	543,274 -17,870	-3%	-$4.96M	0.03%	306
2023 Q2	$193M	Hold	561,144	–	–	0.04%	269
2023 Q1	$156M	Hold	561,144	–	–	0.03%	299
2022 Q4	$125M	Hold	561,144	–	–	0.03%	317
2022 Q3	$106M	Hold	561,144	–	–	0.02%	327
2022 Q2	$69.9M	Buy	561,144 +52,400	+10%	+$8.31M	0.01%	363
2022 Q1	$113M	Hold	508,744	–	–	0.02%	348
2021 Q4	$146M	Hold	508,744	–	–	0.02%	343
2021 Q3	$136M	Sell	508,744 -68,216	-12%	-$18.3M	0.02%	341
2021 Q2	$158M	Sell	576,960 -71,638	-11%	-$19.6M	0.03%	335
2021 Q1	$175M	Sell	648,598 -244,611	-27%	-$63.1M	0.03%	308
2020 Q4	$156M	Buy	893,209 +147,581	+20%	+$32.3M	0.03%	303
2020 Q3	$145M	Buy	745,628 +9,654	+1%	+$2.03M	0.03%	295
2020 Q2	$132M	Buy	735,974 +470,730	+177%	+$81.7M	0.03%	285
2020 Q1	$42.8M	Hold	265,244	–	–	0.01%	344
2019 Q4	$43.6M	Hold	265,244	–	–	0.01%	361
2019 Q3	$35.7M	Hold	265,244	–	–	0.01%	363
2019 Q2	$42.4M	Hold	265,244	–	–	0.01%	362
2019 Q1	$39M	Hold	265,244	–	–	0.01%	369
2018 Q4	$32.4M	Hold	265,244	–	–	0.01%	386
2018 Q3	$39.7M	Hold	265,244	–	–	0.01%	398
2018 Q2	$36.6M	Hold	265,244	–	–	0.01%	395
2018 Q1	$30.7M	Hold	265,244	–	–	0.01%	391
2017 Q4	$25M	Hold	265,244	–	–	0.01%	409
2017 Q3	$24M	Hold	265,244	–	–	0.01%	410
2017 Q2	$23.3M	Hold	265,244	–	–	0.01%	411
2017 Q1	$22.1M	Buy	265,244 +71,000	+37%	+$5.37M	0.01%	414
2016 Q4	$12.4M	Hold	194,244	–	–	﹤0.01%	439
2016 Q3	$14.8M	Hold	194,244	–	–	﹤0.01%	423
2016 Q2	$11.6M	Hold	194,244	–	–	﹤0.01%	429
2016 Q1	$8.94M	Sell	194,244 -194,243	-50%	-$9.08M	﹤0.01%	450
2015 Q4	$20.9M	Buy	388,487 +26,838	+7%	+$1.22M	0.01%	417
2015 Q3	$14.5M	Buy	+361,649	New	+$14.6M	﹤0.01%	452

Other funds holding PEN

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors's PEN Position: Q2 2026 in Review

Capital World Investors increased its Penumbra (PEN) stake by 6.4% in Q2 2026, buying an estimated $9.36M and bringing the position to 479,701 shares worth $151M. The position accounts for 0.02% of the portfolio, ranked #350.

Capital World Investors first reported a position in PEN in Q3 2015 and has held it in 44 quarters since. The position peaked at $193M in Q2 2023. 314 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Capital World Investors held 479,701 shares of Penumbra worth $151M as of Q2 2026.
Capital World Investors bought 28,886 Penumbra shares in Q2 2026, an estimated $9.36M.
Penumbra made up 0.02% of Capital World Investors's portfolio in Q2 2026, its #350 holding.
Capital World Investors first reported a position in Penumbra in Q3 2015 and has held it in 44 quarters since.
Capital World Investors's Penumbra position peaked at $193M in Q2 2023.
314 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.