EH
PEN icon

Equitable Holdings’s Penumbra PEN Stock Holding History

Equitable Holdings’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 		$318K Sell
1,008
-106
-10% -$34.3K ﹤0.01% 1526
2026
Q1 		$346K Sell
1,114
-35
-3% -$11.9K ﹤0.01% 1403
2025
Q4 		$357K Hold
1,149
– – ﹤0.01% 1239
2025
Q3 		$291K Sell
1,149
-91
-7% -$23K ﹤0.01% 1269
2025
Q2 		$318K Buy
+1,240
New +$338K ﹤0.01% 1175

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

Equitable Holdings's PEN Position: Q2 2026 in Review

Equitable Holdings reduced its Penumbra (PEN) stake by 9.5% in Q2 2026, selling an estimated $34.3K and leaving 1,008 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Equitable Holdings first reported a position in PEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $357K in Q4 2025. 452 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Equitable Holdings held 1,008 shares of Penumbra worth $318K as of Q2 2026.
  • Equitable Holdings sold 106 Penumbra shares in Q2 2026, an estimated $34.3K.
  • Penumbra made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1526 holding.
  • Equitable Holdings first reported a position in Penumbra in Q2 2025 and has held it in 5 quarters since.
  • Equitable Holdings's Penumbra position peaked at $357K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.