Envestnet Portfolio Solutions
PEN icon

Envestnet Portfolio Solutions’s Penumbra PEN Stock Holding History

Envestnet Portfolio Solutions’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
-1,079
Closed -$335K – 1447
2025
Q4 		$335K Buy
1,079
+130
+14% +$35.9K ﹤0.01% 1228
2025
Q3 		$240K Sell
949
-521
-35% -$131K ﹤0.01% 1345
2025
Q2 		$377K Sell
1,470
-542
-27% -$148K ﹤0.01% 1238
2025
Q1 		$538K Sell
2,012
-855
-30% -$231K ﹤0.01% 1017
2024
Q4 		$681K Buy
2,867
+101
+4% +$23K ﹤0.01% 1090
2024
Q3 		$537K Sell
2,766
-642
-19% -$121K ﹤0.01% 1165
2024
Q2 		$613K Buy
3,408
+2,326
+215% +$464K ﹤0.01% 1049
2024
Q1 		$241K Buy
+1,082
New +$267K ﹤0.01% 1466
2023
Q4 		– Sell
-900
Closed -$218K – 1588
2023
Q3 		$218K Buy
+900
New +$250K ﹤0.01% 1399

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

Envestnet Portfolio Solutions's PEN Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Penumbra (PEN) in Q1 2026, closing a stake of 1,079 shares — an estimated $335K sold.

Envestnet Portfolio Solutions first reported a position in PEN in Q3 2023 and held it in 9 quarters. The position peaked at $681K in Q4 2024. 485 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Penumbra position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,079 Penumbra shares in Q1 2026, an estimated $335K.
  • Envestnet Portfolio Solutions first reported a position in Penumbra in Q3 2023 and held it in 9 quarters.
  • Envestnet Portfolio Solutions's Penumbra position peaked at $681K in Q4 2024.
  • 485 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.