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Crewe Advisors’s Penumbra PEN Stock Holding History

Crewe 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
Q1 		– Sell
-6
Closed -$1.87K – 1113
2025
Q4 		$1.87K Buy
+6
New +$1.66K ﹤0.01% 891
2024
Q3 		– Sell
-24
Closed -$4.32K – 922
2024
Q2 		$4.32K Buy
+24
New +$4.79K ﹤0.01% 823
2023
Q2 		– Sell
-22
Closed -$6.13K – 978
2023
Q1 		$6.13K Hold
22
– – ﹤0.01% 612
2022
Q4 		$4.89K Sell
22
-18
-45% -$3.52K ﹤0.01% 679
2022
Q3 		$8K Hold
40
– – ﹤0.01% 733
2022
Q2 		$5K Buy
+40
New +$6.35K ﹤0.01% 770

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Crewe Advisors's PEN Position: Q1 2026 in Review

Crewe Advisors sold out of Penumbra (PEN) in Q1 2026, closing a stake of 6 shares — an estimated $1.87K sold.

Crewe Advisors first reported a position in PEN in Q2 2022 and held it in 6 quarters. The position peaked at $8K in Q3 2022. 485 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • Crewe Advisors reported no remaining Penumbra position as of Q1 2026 after selling out during the quarter.
  • Crewe Advisors sold 6 Penumbra shares in Q1 2026, an estimated $1.87K.
  • Crewe Advisors first reported a position in Penumbra in Q2 2022 and held it in 6 quarters.
  • Crewe Advisors's Penumbra position peaked at $8K in Q3 2022.
  • 485 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.