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Edgestream Partners’s Penumbra PEN Stock Holding History

Edgestream Partners’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
-6,888
Closed -$2.14M – 1051
2025
Q4 		$2.14M Buy
+6,888
New +$1.9M 0.06% 513
2024
Q4 		– Sell
-3,977
Closed -$773K – 1034
2024
Q3 		$773K Buy
+3,977
New +$751K 0.03% 621
2023
Q3 		– Sell
-5,017
Closed -$1.73M – 934
2023
Q2 		$1.73M Buy
+5,017
New +$1.54M 0.16% 223

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

Edgestream Partners's PEN Position: Q1 2026 in Review

Edgestream Partners sold out of Penumbra (PEN) in Q1 2026, closing a stake of 6,888 shares — an estimated $2.14M sold.

Edgestream Partners first reported a position in PEN in Q2 2023 and held it in 3 quarters. The position peaked at $2.14M in Q4 2025. 485 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • Edgestream Partners reported no remaining Penumbra position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 6,888 Penumbra shares in Q1 2026, an estimated $2.14M.
  • Edgestream Partners first reported a position in Penumbra in Q2 2023 and held it in 3 quarters.
  • Edgestream Partners's Penumbra position peaked at $2.14M in Q4 2025.
  • 485 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.