Glenview Trust’s Penumbra PEN Stock Holding History

Glenview Trust’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	-904	Closed	-$229K	–	501
2025 Q3	$229K	Buy	904 +43	+5%	+$10.8K	﹤0.01%	461
2025 Q2	$221K	Hold	861	–	–	﹤0.01%	475
2025 Q1	$230K	Buy	+861	New	+$233K	﹤0.01%	444

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

Glenview Trust's PEN Position: Q4 2025 in Review

Glenview Trust sold out of Penumbra (PEN) in Q4 2025, closing a stake of 904 shares — an estimated $229K sold.

Glenview Trust first reported a position in PEN in Q1 2025 and held it in 3 quarters. The position peaked at $230K in Q1 2025. 439 funds tracked by Wall St. Rank hold PEN as of Q4 2025.

Glenview Trust reported no remaining Penumbra position as of Q4 2025 after selling out during the quarter.
Glenview Trust sold 904 Penumbra shares in Q4 2025, an estimated $229K.
Glenview Trust first reported a position in Penumbra in Q1 2025 and held it in 3 quarters.
Glenview Trust's Penumbra position peaked at $230K in Q1 2025.
439 funds tracked by Wall St. Rank held Penumbra as of Q4 2025.

Based on Glenview Trust's 13F filing for Q4 2025, filed 9 Feb 2026.