Diversify Advisory 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
$792K Buy
2,480
+1,390
+128% +$450K 0.01% 717
2026
Q1
$354K Sell
1,090
-1,802
-62% -$610K 0.05% 145
2025
Q4
$1.01M Sell
2,892
-786
-21% -$217K 0.03% 399
2025
Q3
$832K Buy
3,678
+546
+17% +$138K 0.03% 415
2025
Q2
$778K Buy
3,132
+243
+8% +$66.1K 0.03% 391
2025
Q1
$858K Buy
+2,889
New +$781K 0.05% 245

Other funds holding PEN

Diversify Advisory Services's PEN Position: Q2 2026 in Review

Diversify Advisory Services increased its Penumbra (PEN) stake by 128% in Q2 2026, buying an estimated $450K and bringing the position to 2,480 shares worth $792K. The position accounts for 0.01% of the portfolio, ranked #717.

Diversify Advisory Services first reported a position in PEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Diversify Advisory Services held 2,480 shares of Penumbra worth $792K as of Q2 2026.
  • Diversify Advisory Services bought 1,390 Penumbra shares in Q2 2026, an estimated $450K.
  • Penumbra made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #717 holding.
  • Diversify Advisory Services first reported a position in Penumbra in Q1 2025 and has held it in 6 quarters since.
  • Diversify Advisory Services's Penumbra position peaked at $1.01M in Q4 2025.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.