MAM
PEN icon

Morse Asset Management’s Penumbra PEN Stock Holding History

Morse Asset Management’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 		$107K Buy
325
+200
+160% +$67.7K 0.02% 177
2025
Q4 		$38.9K Buy
+125
New +$34.5K 0.01% 243
2025
Q2 		– Sell
-60
Closed -$16K – 379
2025
Q1 		$16K Buy
60
+35
+140% +$9.47K ﹤0.01% 226
2024
Q4 		$5.94K Buy
+25
New +$5.68K ﹤0.01% 267

Other funds holding PEN

BlackRock
BlackRock New York $5.72T 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 $9.85B 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 $240B 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 $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morse Asset Management's PEN Position: Q1 2026 in Review

Morse Asset Management increased its Penumbra (PEN) stake by 160% in Q1 2026, buying an estimated $67.7K and bringing the position to 325 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #177.

Morse Asset Management first reported a position in PEN in Q4 2024 and has held it in 4 quarters since. 482 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • Morse Asset Management held 325 shares of Penumbra worth $107K as of Q1 2026.
  • Morse Asset Management bought 200 Penumbra shares in Q1 2026, an estimated $67.7K.
  • Penumbra made up 0.02% of Morse Asset Management's portfolio in Q1 2026, its #177 holding.
  • Morse Asset Management first reported a position in Penumbra in Q4 2024 and has held it in 4 quarters since.
  • 482 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.