EP
PEN icon

Essential Partners’s Penumbra PEN Stock Holding History

Essential 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
Q2 		$2.84K Sell
9
-89
-91% -$28.8K ﹤0.01% 1818
2026
Q1 		$32.2K Hold
98
– – 0.01% 746
2025
Q4 		$30.5K Sell
98
-46
-32% -$12.7K 0.01% 762
2025
Q3 		$36.5K Sell
144
-101
-41% -$25.5K 0.01% 698
2025
Q2 		$62.9K Buy
+245
New +$66.7K 0.03% 426

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 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 $3.38T AUM 44.17% 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

Essential Partners's PEN Position: Q2 2026 in Review

Essential Partners reduced its Penumbra (PEN) stake by 91% in Q2 2026, selling an estimated $28.8K and leaving 9 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Essential Partners first reported a position in PEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $62.9K in Q2 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Essential Partners held 9 shares of Penumbra worth $2.84K as of Q2 2026.
  • Essential Partners sold 89 Penumbra shares in Q2 2026, an estimated $28.8K.
  • Penumbra made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1818 holding.
  • Essential Partners first reported a position in Penumbra in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Penumbra position peaked at $62.9K in Q2 2025.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.