Mercer Global Advisors
PEN icon

Mercer Global Advisors’s Penumbra PEN Stock Holding History

Mercer Global 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 		$3.02M Buy
9,575
+6,353
+197% +$2.06M ﹤0.01% 1126
2026
Q1 		$1.06M Buy
3,222
+351
+12% +$119K ﹤0.01% 1534
2025
Q4 		$893K Sell
2,871
-812
-22% -$224K ﹤0.01% 1515
2025
Q3 		$933K Buy
3,683
+1,249
+51% +$315K ﹤0.01% 1417
2025
Q2 		$625K Buy
2,434
+690
+40% +$188K ﹤0.01% 1448
2025
Q1 		$466K Sell
1,744
-16
-0.9% -$4.33K ﹤0.01% 1510
2024
Q4 		$418K Buy
1,760
+519
+42% +$118K ﹤0.01% 1550
2024
Q3 		$238K Sell
1,241
-697
-36% -$132K ﹤0.01% 1720
2024
Q2 		$351K Sell
1,938
-125
-6% -$25K ﹤0.01% 1502
2024
Q1 		$460K Buy
2,063
+285
+16% +$70.5K ﹤0.01% 1325
2023
Q4 		$447K Buy
+1,778
New +$393K ﹤0.01% 1385

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

Mercer Global Advisors's PEN Position: Q2 2026 in Review

Mercer Global Advisors increased its Penumbra (PEN) stake by 197% in Q2 2026, buying an estimated $2.06M and bringing the position to 9,575 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Mercer Global Advisors first reported a position in PEN in Q4 2023 and has held it in 11 quarters since. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Mercer Global Advisors held 9,575 shares of Penumbra worth $3.02M as of Q2 2026.
  • Mercer Global Advisors bought 6,353 Penumbra shares in Q2 2026, an estimated $2.06M.
  • Penumbra made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1126 holding.
  • Mercer Global Advisors first reported a position in Penumbra in Q4 2023 and has held it in 11 quarters since.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.