Loring Wolcott & Coolidge Fiduciary Advisors’s Penumbra PEN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$33.2K	Sell	105 -775	-88%	-$251K	﹤0.01%	464
2026 Q1	$290K	Hold	880	–	–	﹤0.01%	283
2025 Q4	$316K	Sell	880 -1,550	-64%	-$428K	﹤0.01%	277
2025 Q3	$616K	Hold	2,430	–	–	0.01%	221
2025 Q2	$624K	Hold	2,430	–	–	0.01%	192
2025 Q1	$677K	Hold	2,430	–	–	0.01%	182
2024 Q4	$663K	Hold	2,430	–	–	0.01%	200
2024 Q3	$502K	Buy	+2,430	New	+$459K	﹤0.01%	217

Other funds holding PEN

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CAM

Carret Asset Management New York $1.14B AUM 35.33% 1-Year Est. Return

CWG

C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PEN Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Penumbra (PEN) stake by 88% in Q2 2026, selling an estimated $251K and leaving 105 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PEN in Q3 2024 and has held it in 8 quarters since. The position peaked at $677K in Q1 2025. 171 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 105 shares of Penumbra worth $33.2K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 775 Penumbra shares in Q2 2026, an estimated $251K.
Penumbra made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #464 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Penumbra in Q3 2024 and has held it in 8 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Penumbra position peaked at $677K in Q1 2025.
171 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.