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Forum Financial Management’s Penumbra PEN Stock Holding History

Forum Financial Management’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 		– Sell
-915
Closed -$284K – 797
2025
Q4 		$284K Buy
915
+51
+6% +$14.1K ﹤0.01% 777
2025
Q3 		$219K Buy
+864
New +$218K ﹤0.01% 917
2025
Q2 		– Sell
-762
Closed -$204K – 978
2025
Q1 		$204K Buy
+762
New +$206K ﹤0.01% 810

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Financial Management's PEN Position: Q1 2026 in Review

Forum Financial Management sold out of Penumbra (PEN) in Q1 2026, closing a stake of 915 shares — an estimated $284K sold.

Forum Financial Management first reported a position in PEN in Q1 2025 and held it in 3 quarters. The position peaked at $284K in Q4 2025. 485 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • Forum Financial Management reported no remaining Penumbra position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 915 Penumbra shares in Q1 2026, an estimated $284K.
  • Forum Financial Management first reported a position in Penumbra in Q1 2025 and held it in 3 quarters.
  • Forum Financial Management's Penumbra position peaked at $284K in Q4 2025.
  • 485 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.