LPL Financial
PEN icon

LPL Financial’s Penumbra PEN Stock Holding History

LPL Financial’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 		$3.1M Sell
9,434
-2,049
-18% -$694K ﹤0.01% 3094
2025
Q4 		$3.57M Sell
11,483
-890
-7% -$246K ﹤0.01% 2850
2025
Q3 		$3.13M Sell
12,373
-16,111
-57% -$4.06M ﹤0.01% 2902
2025
Q2 		$7.31M Buy
28,484
+3,076
+12% +$837K ﹤0.01% 1996
2025
Q1 		$6.79M Buy
25,408
+15,922
+168% +$4.31M ﹤0.01% 1894
2024
Q4 		$2.25M Buy
9,486
+368
+4% +$83.7K ﹤0.01% 2751
2024
Q3 		$1.77M Sell
9,118
-3,060
-25% -$578K ﹤0.01% 2850
2024
Q2 		$2.19M Buy
12,178
+947
+8% +$189K ﹤0.01% 2519
2024
Q1 		$2.51M Buy
11,231
+4,859
+76% +$1.2M ﹤0.01% 2342
2023
Q4 		$1.6M Buy
6,372
+3,519
+123% +$778K ﹤0.01% 2623
2023
Q3 		$690K Buy
2,853
+736
+35% +$204K ﹤0.01% 3228
2023
Q2 		$728K Buy
+2,117
New +$650K ﹤0.01% 3129
2018
Q3 		– Sell
-1,883
Closed -$260K – 3292
2018
Q2 		$260K Buy
+1,883
New +$268K ﹤0.01% 2783

Other funds holding PEN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return