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MassMutual Private Wealth & Trust’s Penumbra PEN Stock Holding History

MassMutual Private Wealth & Trust’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 		$24.6K Sell
78
-2
-3% -$648 ﹤0.01% 1046
2026
Q1 		$26.3K Sell
80
-3
-4% -$1.02K ﹤0.01% 997
2025
Q4 		$25.8K Buy
83
+11
+15% +$3.04K ﹤0.01% 1018
2025
Q3 		$18.2K Sell
72
-22
-23% -$5.55K ﹤0.01% 1154
2025
Q2 		$24.1K Sell
94
-13
-12% -$3.54K ﹤0.01% 1032
2025
Q1 		$28.6K Buy
107
+17
+19% +$4.6K ﹤0.01% 902
2024
Q4 		$21.4K Buy
90
+27
+43% +$6.14K ﹤0.01% 988
2024
Q3 		$12.2K Sell
63
-33
-34% -$6.24K ﹤0.01% 1071
2024
Q2 		$17.3K Sell
96
-3
-3% -$599 ﹤0.01% 894
2024
Q1 		$22.1K Buy
99
+4
+4% +$989 ﹤0.01% 805
2023
Q4 		$23.9K Sell
95
-22
-19% -$4.86K ﹤0.01% 777
2023
Q3 		$28.3K Sell
117
-4
-3% -$1.11K ﹤0.01% 727
2023
Q2 		$41.6K Buy
121
+13
+12% +$3.99K ﹤0.01% 579
2023
Q1 		$30.1K Buy
108
+58
+116% +$14.8K ﹤0.01% 621
2022
Q4 		$11K Sell
50
-2
-4% -$391 ﹤0.01% 785
2022
Q3 		$10K Buy
52
+25
+93% +$4.01K ﹤0.01% 761
2022
Q2 		$3K Buy
27
+24
+800% +$3.81K ﹤0.01% 1063
2022
Q1 		$1K Buy
3
+1
+50% +$222 ﹤0.01% 1388
2021
Q4 		$1K Buy
+2
New +$529 ﹤0.01% 1281
2018
Q1 		– Sell
-8
Closed -$753 – 1057
2017
Q4 		$753 Buy
+8
New +$794 ﹤0.01% 847

Other funds holding PEN

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Principal Financial Group
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

MassMutual Private Wealth & Trust's PEN Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Penumbra (PEN) stake by 2.5% in Q2 2026, selling an estimated $648 and leaving 78 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

MassMutual Private Wealth & Trust first reported a position in PEN in Q4 2017 and has held it in 20 quarters since. The position peaked at $41.6K in Q2 2023. 129 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • MassMutual Private Wealth & Trust held 78 shares of Penumbra worth $24.6K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 2 Penumbra shares in Q2 2026, an estimated $648.
  • Penumbra made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1046 holding.
  • MassMutual Private Wealth & Trust first reported a position in Penumbra in Q4 2017 and has held it in 20 quarters since.
  • MassMutual Private Wealth & Trust's Penumbra position peaked at $41.6K in Q2 2023.
  • 129 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.