GW&K Investment Management’s Penumbra PEN Stock Holding History

GW&K Investment 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
2025 Q2	–	Sell	-17	Closed	-$5K	–	1024
2025 Q1	$5K	Buy	+17	New	+$4.6K	﹤0.01%	914

Other funds holding PEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

GW&K Investment Management's PEN Position: Q2 2025 in Review

GW&K Investment Management sold out of Penumbra (PEN) in Q2 2025, closing a stake of 17 shares — an estimated $5K sold.

GW&K Investment Management first reported a position in PEN in Q1 2025 and held it in 1 quarter. The position peaked at $5K in Q1 2025. 450 funds tracked by Wall St. Rank hold PEN as of Q2 2025.

GW&K Investment Management reported no remaining Penumbra position as of Q2 2025 after selling out during the quarter.
GW&K Investment Management sold 17 Penumbra shares in Q2 2025, an estimated $5K.
GW&K Investment Management first reported a position in Penumbra in Q1 2025 and held it in 1 quarter.
GW&K Investment Management's Penumbra position peaked at $5K in Q1 2025.
450 funds tracked by Wall St. Rank held Penumbra as of Q2 2025.

Based on GW&K Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.