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Diversify Wealth Management’s Penumbra PEN Stock Holding History

Diversify 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 		$792K Sell
2,480
-5,803
-70% -$1.88M 0.01% 717
2026
Q1 		$2.69M Buy
8,283
+3,467
+72% +$1.17M 0.05% 291
2025
Q4 		$1.45M Buy
4,816
+365
+8% +$101K 0.07% 256
2025
Q3 		$1.01M Buy
4,451
+1,260
+39% +$318K 0.06% 273
2025
Q2 		$793K Buy
3,191
+724
+29% +$197K 0.05% 306
2025
Q1 		$733K Buy
2,467
+822
+50% +$222K 0.05% 285
2024
Q4 		$412K Buy
1,645
+438
+36% +$99.6K 0.03% 377
2024
Q3 		$246K Buy
+1,207
New +$228K 0.02% 429

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

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

Diversify Wealth Management reduced its Penumbra (PEN) stake by 70% in Q2 2026, selling an estimated $1.88M and leaving 2,480 shares worth $792K. The position accounts for 0.01% of the portfolio, ranked #717.

Diversify Wealth Management first reported a position in PEN in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.69M in Q1 2026. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Diversify Wealth Management held 2,480 shares of Penumbra worth $792K as of Q2 2026.
  • Diversify Wealth Management sold 5,803 Penumbra shares in Q2 2026, an estimated $1.88M.
  • Penumbra made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #717 holding.
  • Diversify Wealth Management first reported a position in Penumbra in Q3 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's Penumbra position peaked at $2.69M in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.