Commonwealth Equity Services’s Penumbra PEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-743
Closed -$244K 4529
2026
Q1
$244K Buy
+743
New +$252K ﹤0.01% 3818
2025
Q3
Sell
-12,892
Closed -$3.31M 4387
2025
Q2
$3.31M Sell
12,892
-189
-1% -$51.4K ﹤0.01% 1626
2025
Q1
$3.5M Buy
13,081
+12,162
+1,323% +$3.29M 0.01% 1527
2024
Q4
$218K Sell
919
-129
-12% -$29.3K ﹤0.01% 3690
2024
Q3
$204K Sell
1,048
-147
-12% -$27.8K ﹤0.01% 3681
2024
Q2
$215K Buy
+1,195
New +$239K ﹤0.01% 3584
2024
Q1
Sell
-815
Closed -$205K 4072
2023
Q4
$205K Buy
+815
New +$180K ﹤0.01% 3489
2023
Q3
Sell
-659
Closed -$227K 3910
2023
Q2
$227K Buy
+659
New +$202K ﹤0.01% 3291

Other funds holding PEN

Commonwealth Equity Services's PEN Position: Q2 2026 in Review

Commonwealth Equity Services sold out of Penumbra (PEN) in Q2 2026, closing a stake of 743 shares — an estimated $244K sold.

Commonwealth Equity Services first reported a position in PEN in Q2 2023 and held it in 8 quarters. The position peaked at $3.5M in Q1 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Commonwealth Equity Services reported no remaining Penumbra position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 743 Penumbra shares in Q2 2026, an estimated $244K.
  • Commonwealth Equity Services first reported a position in Penumbra in Q2 2023 and held it in 8 quarters.
  • Commonwealth Equity Services's Penumbra position peaked at $3.5M in Q1 2025.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.