EverSource Wealth Advisors’s Penumbra PEN Stock Holding History

EverSource Wealth Advisors’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	$36.4K	Buy	111 +3	+3%	+$1.02K	﹤0.01%	2118
2025 Q4	$33.6K	Sell	108 -53	-33%	-$14.6K	﹤0.01%	2026
2025 Q3	$40.8K	Sell	161 -111	-41%	-$28K	﹤0.01%	1848
2025 Q2	$69.8K	Buy	272 +184	+209%	+$50.1K	﹤0.01%	1400
2025 Q1	$23.5K	Buy	88 +31	+54%	+$8.38K	﹤0.01%	1611
2024 Q4	$13.5K	Buy	57 +39	+217%	+$8.87K	﹤0.01%	1851
2024 Q3	$3.5K	Buy	18 +2	+13%	+$378	﹤0.01%	2362
2024 Q2	$2.67K	Buy	16 +1	+7%	+$200	﹤0.01%	2458
2024 Q1	$2.95K	Buy	15 +6	+67%	+$1.48K	﹤0.01%	2259
2023 Q4	$2.26K	Buy	9 +7	+350%	+$1.55K	﹤0.01%	2134
2023 Q3	$484	Sell	2 -2	-50%	-$555	﹤0.01%	2378
2023 Q2	$1.38K	Hold	4	–	–	﹤0.01%	2123
2023 Q1	$1.11K	Buy	+4	New	+$1.02K	﹤0.01%	2085
2022 Q1	–	Sell	-5	Closed	-$1K	–	1811
2021 Q4	$1K	Buy	+5	New	+$1.32K	﹤0.01%	1718

Other funds holding PEN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return