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EFG Asset Management’s Penumbra PEN Stock Holding History

EFG Asset 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
2025
Q3 		$5.12M Buy
20,192
+3,631
+22% +$916K 0.66% 52
2025
Q2 		$4.25M Sell
16,561
-1,958
-11% -$533K 0.6% 68
2025
Q1 		$4.95M Buy
18,519
+3,659
+25% +$990K 0.82% 28
2024
Q4 		$3.53M Buy
+14,860
New +$3.38M 0.48% 78

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

EFG Asset Management's PEN Position: Q3 2025 in Review

EFG Asset Management increased its Penumbra (PEN) stake by 22% in Q3 2025, buying an estimated $916K and bringing the position to 20,192 shares worth $5.12M. The position accounts for 0.66% of the portfolio, ranked #52.

EFG Asset Management first reported a position in PEN in Q4 2024 and has held it in 4 quarters since. 420 funds tracked by Wall St. Rank hold PEN as of Q3 2025.

  • EFG Asset Management held 20,192 shares of Penumbra worth $5.12M as of Q3 2025.
  • EFG Asset Management bought 3,631 Penumbra shares in Q3 2025, an estimated $916K.
  • Penumbra made up 0.66% of EFG Asset Management's portfolio in Q3 2025, its #52 holding.
  • EFG Asset Management first reported a position in Penumbra in Q4 2024 and has held it in 4 quarters since.
  • 420 funds tracked by Wall St. Rank held Penumbra as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.