HWM
PEN icon

Hemington Wealth Management’s Penumbra PEN Stock Holding History

Hemington Wealth 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
Q3 		$3K Hold
13
– – ﹤0.01% 1275
2025
Q2 		$3K Hold
13
– – ﹤0.01% 1252
2025
Q1 		$3K Hold
13
– – ﹤0.01% 1222
2024
Q4 		$3K Buy
13
+4
+44% +$909 ﹤0.01% 1194
2024
Q3 		$2K Buy
+9
New +$1.7K ﹤0.01% 1225

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Hemington Wealth Management's PEN Position: Q3 2025 in Review

Hemington Wealth Management held its Penumbra (PEN) position steady in Q3 2025 at 13 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Hemington Wealth Management first reported a position in PEN in Q3 2024 and has held it in 5 quarters since. 420 funds tracked by Wall St. Rank hold PEN as of Q3 2025.

  • Hemington Wealth Management held 13 shares of Penumbra worth $3K as of Q3 2025.
  • Hemington Wealth Management left its Penumbra share count unchanged in Q3 2025.
  • Penumbra made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1275 holding.
  • Hemington Wealth Management first reported a position in Penumbra in Q3 2024 and has held it in 5 quarters since.
  • 420 funds tracked by Wall St. Rank held Penumbra as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.