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 Q2	$30.9K	Sell	98 -13	-12%	-$4.21K	﹤0.01%	2124
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	–	1810
2021 Q4	$1K	Buy	+5	New	+$1.32K	﹤0.01%	1718

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

EverSource Wealth Advisors's PEN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Penumbra (PEN) stake by 12% in Q2 2026, selling an estimated $4.21K and leaving 98 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

EverSource Wealth Advisors first reported a position in PEN in Q4 2021 and has held it in 15 quarters since. The position peaked at $69.8K in Q2 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

EverSource Wealth Advisors held 98 shares of Penumbra worth $30.9K as of Q2 2026.
EverSource Wealth Advisors sold 13 Penumbra shares in Q2 2026, an estimated $4.21K.
Penumbra made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2124 holding.
EverSource Wealth Advisors first reported a position in Penumbra in Q4 2021 and has held it in 15 quarters since.
EverSource Wealth Advisors's Penumbra position peaked at $69.8K in Q2 2025.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.