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Concurrent Investment Advisors’s Penumbra PEN Stock Holding History

Concurrent Investment Advisors’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 		$289K Sell
914
-24
-3% -$7.78K ﹤0.01% 1713
2026
Q1 		$308K Sell
938
-727
-44% -$246K ﹤0.01% 1487
2025
Q4 		$518K Buy
1,665
+90
+6% +$24.9K 0.01% 1133
2025
Q3 		$399K Buy
1,575
+600
+62% +$151K 0.01% 1023
2025
Q2 		$250K Buy
975
+6
+0.6% +$1.63K ﹤0.01% 1159
2025
Q1 		$259K Buy
+969
New +$262K 0.01% 998

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

Concurrent Investment Advisors's PEN Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Penumbra (PEN) stake by 2.6% in Q2 2026, selling an estimated $7.78K and leaving 914 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Concurrent Investment Advisors first reported a position in PEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $518K in Q4 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Concurrent Investment Advisors held 914 shares of Penumbra worth $289K as of Q2 2026.
  • Concurrent Investment Advisors sold 24 Penumbra shares in Q2 2026, an estimated $7.78K.
  • Penumbra made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1713 holding.
  • Concurrent Investment Advisors first reported a position in Penumbra in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Penumbra position peaked at $518K in Q4 2025.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.