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Institute for Wealth Management’s PENN Entertainment PENN Stock Holding History

Institute for Wealth Management’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.8K Buy
+1,256
New +$22.5K ﹤0.01% 1043
2024
Q4 		– Sell
-17,027
Closed -$321K – 554
2024
Q3 		$321K Buy
+17,027
New +$324K 0.04% 401

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Institute for Wealth Management's PENN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in PENN Entertainment (PENN) in Q2 2026: 1,256 shares worth $26.8K. The stake represents ﹤0.01% of the portfolio and ranks #1043 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PENN as recently as Q3 2024.

Institute for Wealth Management first reported a position in PENN in Q3 2024 and has held it in 2 quarters since. The position peaked at $321K in Q3 2024. 381 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • Institute for Wealth Management held 1,256 shares of PENN Entertainment worth $26.8K as of Q2 2026.
  • PENN Entertainment was a new Institute for Wealth Management position in Q2 2026.
  • PENN Entertainment made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1043 holding.
  • Institute for Wealth Management first reported a position in PENN Entertainment in Q3 2024 and has held it in 2 quarters since.
  • Institute for Wealth Management's PENN Entertainment position peaked at $321K in Q3 2024.
  • 381 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.