FSM Wealth Advisors’s Penumbra PEN Stock Holding History

FSM 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
2025 Q4	–	Sell	-834	Closed	-$211K	–	326
2025 Q3	$211K	Buy	+834	New	+$210K	0.03%	307
2025 Q2	–	Sell	-802	Closed	-$214K	–	294
2025 Q1	$214K	Buy	+802	New	+$217K	0.05%	194

Other funds holding PEN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FSM Wealth Advisors's PEN Position: Q4 2025 in Review

FSM Wealth Advisors sold out of Penumbra (PEN) in Q4 2025, closing a stake of 834 shares — an estimated $211K sold.

FSM Wealth Advisors first reported a position in PEN in Q1 2025 and held it in 2 quarters. The position peaked at $214K in Q1 2025. 439 funds tracked by Wall St. Rank hold PEN as of Q4 2025.

FSM Wealth Advisors reported no remaining Penumbra position as of Q4 2025 after selling out during the quarter.
FSM Wealth Advisors sold 834 Penumbra shares in Q4 2025, an estimated $211K.
FSM Wealth Advisors first reported a position in Penumbra in Q1 2025 and held it in 2 quarters.
FSM Wealth Advisors's Penumbra position peaked at $214K in Q1 2025.
439 funds tracked by Wall St. Rank held Penumbra as of Q4 2025.

Based on FSM Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.