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Legacy Wealth Asset Management’s Penumbra PEN Stock Holding History

Legacy Wealth Asset 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
2026
Q2 		– Sell
-1,200
Closed -$394K – 399
2026
Q1 		$394K Sell
1,200
-381
-24% -$129K 0.1% 291
2025
Q4 		$492K Buy
1,581
+70
+5% +$19.3K 0.12% 258
2025
Q3 		$383K Sell
1,511
-3
-0.2% -$757 0.09% 293
2025
Q2 		$389K Buy
1,514
+6
+0.4% +$1.63K 0.1% 285
2025
Q1 		$403K Sell
1,508
-61
-4% -$16.5K 0.11% 263
2024
Q4 		$373K Sell
1,569
-162
-9% -$36.8K 0.1% 279
2024
Q3 		$336K Buy
1,731
+65
+4% +$12.3K 0.09% 291
2024
Q2 		$300K Buy
+1,666
New +$333K 0.08% 295

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Legacy Wealth Asset Management's PEN Position: Q2 2026 in Review

Legacy Wealth Asset Management sold out of Penumbra (PEN) in Q2 2026, closing a stake of 1,200 shares — an estimated $394K sold.

Legacy Wealth Asset Management first reported a position in PEN in Q2 2024 and held it in 8 quarters. The position peaked at $492K in Q4 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Legacy Wealth Asset Management reported no remaining Penumbra position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 1,200 Penumbra shares in Q2 2026, an estimated $394K.
  • Legacy Wealth Asset Management first reported a position in Penumbra in Q2 2024 and held it in 8 quarters.
  • Legacy Wealth Asset Management's Penumbra position peaked at $492K in Q4 2025.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.