MML Investors Services
PEN icon

MML Investors Services’s Penumbra PEN Stock Holding History

MML Investors Services’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
-965
Closed -$317K – 3304
2026
Q1 		$317K Sell
965
-598
-38% -$202K ﹤0.01% 2523
2025
Q4 		$486K Buy
1,563
+182
+13% +$50.3K ﹤0.01% 2280
2025
Q3 		$350K Sell
1,381
-229
-14% -$57.8K ﹤0.01% 2418
2025
Q2 		$413K Sell
1,610
-1,779
-52% -$484K ﹤0.01% 2218
2025
Q1 		$906K Buy
3,389
+1,902
+128% +$514K ﹤0.01% 1640
2024
Q4 		$353K Buy
1,487
+97
+7% +$22.1K ﹤0.01% 2163
2024
Q3 		$270K Sell
1,390
-118
-8% -$22.3K ﹤0.01% 2245
2024
Q2 		$271K Buy
+1,508
New +$301K ﹤0.01% 2150
2024
Q1 		– Sell
-1,357
Closed -$341K – 2549
2023
Q4 		$341K Sell
1,357
-868
-39% -$192K ﹤0.01% 1976
2023
Q3 		$538K Sell
2,225
-80
-3% -$22.2K ﹤0.01% 1589
2023
Q2 		$793K Buy
2,305
+272
+13% +$83.5K ﹤0.01% 1357
2023
Q1 		$567K Buy
+2,033
New +$519K ﹤0.01% 1348

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 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 $3.38T AUM 44.17% 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

MML Investors Services's PEN Position: Q2 2026 in Review

MML Investors Services sold out of Penumbra (PEN) in Q2 2026, closing a stake of 965 shares — an estimated $317K sold.

MML Investors Services first reported a position in PEN in Q1 2023 and held it in 12 quarters. The position peaked at $906K in Q1 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • MML Investors Services reported no remaining Penumbra position as of Q2 2026 after selling out during the quarter.
  • MML Investors Services sold 965 Penumbra shares in Q2 2026, an estimated $317K.
  • MML Investors Services first reported a position in Penumbra in Q1 2023 and held it in 12 quarters.
  • MML Investors Services's Penumbra position peaked at $906K in Q1 2025.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.