Cerity Partners
PEN icon

Cerity Partners’s Penumbra PEN Stock Holding History

Cerity Partners’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 		$1.5M Sell
4,740
-4,002
-46% -$1.3M ﹤0.01% 1754
2026
Q1 		$2.87M Buy
8,742
+1,597
+22% +$541K ﹤0.01% 1276
2025
Q4 		$2.22M Sell
7,145
-2,713
-28% -$749K ﹤0.01% 1329
2025
Q3 		$2.5M Sell
9,858
-172
-2% -$43.4K ﹤0.01% 1190
2025
Q2 		$2.57M Buy
10,030
+1,829
+22% +$498K ﹤0.01% 1094
2025
Q1 		$2.19M Buy
8,201
+2,202
+37% +$596K ﹤0.01% 1081
2024
Q4 		$1.4M Buy
5,999
+2,387
+66% +$543K ﹤0.01% 1263
2024
Q3 		$702K Buy
3,612
+583
+19% +$110K ﹤0.01% 1597
2024
Q2 		$545K Buy
+3,029
New +$605K ﹤0.01% 1511

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

Cerity Partners's PEN Position: Q2 2026 in Review

Cerity Partners reduced its Penumbra (PEN) stake by 46% in Q2 2026, selling an estimated $1.3M and leaving 4,740 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Cerity Partners first reported a position in PEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.87M in Q1 2026. 412 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Cerity Partners held 4,740 shares of Penumbra worth $1.5M as of Q2 2026.
  • Cerity Partners sold 4,002 Penumbra shares in Q2 2026, an estimated $1.3M.
  • Penumbra made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1754 holding.
  • Cerity Partners first reported a position in Penumbra in Q2 2024 and has held it in 9 quarters since.
  • Cerity Partners's Penumbra position peaked at $2.87M in Q1 2026.
  • 412 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.