HighTower Advisors’s Penumbra PEN Stock Holding History

HighTower 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 Q2	$849K	Sell	2,689 -1,404	-34%	-$455K	﹤0.01%	2351
2026 Q1	$1.34M	Buy	4,093 +576	+16%	+$195K	﹤0.01%	1993
2025 Q4	$1.09M	Sell	3,517 -78	-2%	-$21.5K	﹤0.01%	2054
2025 Q3	$911K	Sell	3,595 -1,772	-33%	-$447K	﹤0.01%	2174
2025 Q2	$1.38M	Sell	5,367 -1,515	-22%	-$412K	﹤0.01%	1795
2025 Q1	$1.84M	Buy	6,882 +902	+15%	+$244K	﹤0.01%	1570
2024 Q4	$1.42M	Buy	5,980 +188	+3%	+$42.7K	﹤0.01%	1736
2024 Q3	$1.13M	Buy	5,792 +128	+2%	+$24.2K	﹤0.01%	1864
2024 Q2	$1.03M	Buy	5,664 +3,542	+167%	+$707K	﹤0.01%	1844
2024 Q1	$473K	Buy	2,122 +153	+8%	+$37.8K	﹤0.01%	2317
2023 Q4	$505K	Buy	1,969 +68	+4%	+$15K	﹤0.01%	2320
2023 Q3	$454K	Sell	1,901 -76	-4%	-$21.1K	﹤0.01%	2297
2023 Q2	$680K	Buy	+1,977	New	+$607K	﹤0.01%	1998
2022 Q1	–	Sell	-698	Closed	-$200K	–	3621
2021 Q4	$200K	Buy	+698	New	+$185K	﹤0.01%	2777

Other funds holding PEN

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HighTower Advisors's PEN Position: Q2 2026 in Review

HighTower Advisors reduced its Penumbra (PEN) stake by 34% in Q2 2026, selling an estimated $455K and leaving 2,689 shares worth $849K. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

HighTower Advisors first reported a position in PEN in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.84M in Q1 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

HighTower Advisors held 2,689 shares of Penumbra worth $849K as of Q2 2026.
HighTower Advisors sold 1,404 Penumbra shares in Q2 2026, an estimated $455K.
Penumbra made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2351 holding.
HighTower Advisors first reported a position in Penumbra in Q4 2021 and has held it in 14 quarters since.
HighTower Advisors's Penumbra position peaked at $1.84M in Q1 2025.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.