MFWM
PEN icon

Motley Fool Wealth Management’s Penumbra PEN Stock Holding History

Motley Fool Wealth 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
Q2 		– Sell
-19,701
Closed -$6.47M – 83
2026
Q1 		$6.47M Sell
19,701
-6,714
-25% -$2.27M 0.73% 44
2025
Q4 		$8.21M Buy
+26,415
New +$7.3M 0.64% 56
2023
Q2 		– Sell
-37,312
Closed -$10.4M – 125
2023
Q1 		$10.4M Buy
37,312
+142
+0.4% +$36.2K 0.65% 51
2022
Q4 		$8.26M Sell
37,170
-358
-1% -$70K 0.57% 60
2022
Q3 		$7.12M Buy
37,528
+45
+0.1% +$7.22K 0.47% 70
2022
Q2 		$4.67M Sell
37,483
-228
-0.6% -$36.2K 0.29% 88
2022
Q1 		$8.38M Sell
37,711
-490
-1% -$109K 0.4% 76
2021
Q4 		$11M Sell
38,201
-793
-2% -$210K 0.48% 65
2021
Q3 		$10.4M Sell
38,994
-766
-2% -$206K 0.45% 67
2021
Q2 		$10.9M Sell
39,760
-356
-0.9% -$97.2K 0.46% 67
2021
Q1 		$10.9M Sell
40,116
-613
-2% -$158K 0.49% 69
2020
Q4 		$7.13M Buy
40,729
+574
+1% +$126K 0.32% 84
2020
Q3 		$7.8M Buy
40,155
+649
+2% +$137K 0.41% 70
2020
Q2 		$7.06M Buy
39,506
+257
+0.7% +$44.6K 0.4% 73
2020
Q1 		$6.33M Sell
39,249
-2,111
-5% -$356K 0.46% 69
2019
Q4 		$6.79M Sell
41,360
-356
-0.9% -$56.6K 0.41% 80
2019
Q3 		$5.61M Sell
41,716
-439
-1% -$67.9K 0.37% 83
2019
Q2 		$6.75M Buy
+42,155
New +$6.09M 0.42% 76

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

Motley Fool Wealth Management's PEN Position: Q2 2026 in Review

Motley Fool Wealth Management sold out of Penumbra (PEN) in Q2 2026, closing a stake of 19,701 shares — an estimated $6.47M sold.

Motley Fool Wealth Management first reported a position in PEN in Q2 2019 and held it in 18 quarters. The position peaked at $11M in Q4 2021. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Motley Fool Wealth Management reported no remaining Penumbra position as of Q2 2026 after selling out during the quarter.
  • Motley Fool Wealth Management sold 19,701 Penumbra shares in Q2 2026, an estimated $6.47M.
  • Motley Fool Wealth Management first reported a position in Penumbra in Q2 2019 and held it in 18 quarters.
  • Motley Fool Wealth Management's Penumbra position peaked at $11M in Q4 2021.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Motley Fool Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.