HFM Investment Advisors’s Penumbra PEN Stock Holding History

HFM Investment 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
2026 Q1	–	Sell	-7	Closed	-$2.18K	–	1277
2025 Q4	$2.18K	Buy	+7	New	+$1.93K	﹤0.01%	281

Other funds holding PEN

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFM Investment Advisors's PEN Position: Q1 2026 in Review

HFM Investment Advisors sold out of Penumbra (PEN) in Q1 2026, closing a stake of 7 shares — an estimated $2.18K sold.

HFM Investment Advisors first reported a position in PEN in Q4 2025 and held it in 1 quarter. The position peaked at $2.18K in Q4 2025. 485 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

HFM Investment Advisors reported no remaining Penumbra position as of Q1 2026 after selling out during the quarter.
HFM Investment Advisors sold 7 Penumbra shares in Q1 2026, an estimated $2.18K.
HFM Investment Advisors first reported a position in Penumbra in Q4 2025 and held it in 1 quarter.
HFM Investment Advisors's Penumbra position peaked at $2.18K in Q4 2025.
485 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.