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Moneta Group Investment Advisors’s Penumbra PEN Stock Holding History

Moneta Group Investment 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 		$778K Sell
2,464
-2
-0.1% -$648 0.01% 454
2026
Q1 		$810K Buy
2,466
+1,158
+89% +$392K 0.01% 397
2025
Q4 		$407K Sell
1,308
-5
-0.4% -$1.38K ﹤0.01% 553
2025
Q3 		$333K Sell
1,313
-5
-0.4% -$1.26K ﹤0.01% 598
2025
Q2 		$338K Buy
+1,318
New +$359K ﹤0.01% 528

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 $3.37T 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

Moneta Group Investment Advisors's PEN Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Penumbra (PEN) stake by 0.08% in Q2 2026, selling an estimated $648 and leaving 2,464 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #454.

Moneta Group Investment Advisors first reported a position in PEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $810K in Q1 2026. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Moneta Group Investment Advisors held 2,464 shares of Penumbra worth $778K as of Q2 2026.
  • Moneta Group Investment Advisors sold 2 Penumbra shares in Q2 2026, an estimated $648.
  • Penumbra made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #454 holding.
  • Moneta Group Investment Advisors first reported a position in Penumbra in Q2 2025 and has held it in 5 quarters since.
  • Moneta Group Investment Advisors's Penumbra position peaked at $810K in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.