Ethic Inc’s Penumbra PEN Stock Holding History

Ethic Inc’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	$831K	Buy	2,632 +300	+13%	+$97.2K	0.01%	775
2026 Q1	$766K	Buy	2,332 +434	+23%	+$147K	0.01%	732
2025 Q4	$590K	Buy	+1,898	New	+$524K	0.01%	799

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Ethic Inc's PEN Position: Q2 2026 in Review

Ethic Inc increased its Penumbra (PEN) stake by 13% in Q2 2026, buying an estimated $97.2K and bringing the position to 2,632 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #775.

Ethic Inc first reported a position in PEN in Q4 2025 and has held it in 3 quarters since. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Ethic Inc held 2,632 shares of Penumbra worth $831K as of Q2 2026.
Ethic Inc bought 300 Penumbra shares in Q2 2026, an estimated $97.2K.
Penumbra made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #775 holding.
Ethic Inc first reported a position in Penumbra in Q4 2025 and has held it in 3 quarters since.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.