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Daner Wealth Management’s Penumbra PEN Stock Holding History

Daner Wealth Management’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 		$255K Buy
780
+14
+2% +$4.54K 0.14% 78
2026
Q1 		$247K Sell
766
-392
-34% -$133K 0.15% 72
2025
Q4 		$393K Buy
1,158
+75
+7% +$20.7K 0.24% 54
2025
Q3 		$270K Buy
1,083
+201
+23% +$50.7K 0.18% 70
2025
Q2 		$219K Buy
+882
New +$240K 0.15% 71

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

Daner Wealth Management's PEN Position: Q2 2026 in Review

Daner Wealth Management increased its Penumbra (PEN) stake by 1.8% in Q2 2026, buying an estimated $4.54K and bringing the position to 780 shares worth $255K. The position accounts for 0.14% of the portfolio, ranked #78.

Daner Wealth Management first reported a position in PEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $393K in Q4 2025. 452 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Daner Wealth Management held 780 shares of Penumbra worth $255K as of Q2 2026.
  • Daner Wealth Management bought 14 Penumbra shares in Q2 2026, an estimated $4.54K.
  • Penumbra made up 0.14% of Daner Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Daner Wealth Management first reported a position in Penumbra in Q2 2025 and has held it in 5 quarters since.
  • Daner Wealth Management's Penumbra position peaked at $393K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.