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
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 $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

Motley Fool Wealth Management's PEN Position: Q1 2026 in Review

Motley Fool Wealth Management reduced its Penumbra (PEN) stake by 25% in Q1 2026, selling an estimated $2.27M and leaving 19,701 shares worth $6.47M. The position accounts for 0.73% of the portfolio, ranked #44.

Motley Fool Wealth Management first reported a position in PEN in Q2 2019 and has held it in 18 quarters since. The position peaked at $11M in Q4 2021. 483 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • Motley Fool Wealth Management held 19,701 shares of Penumbra worth $6.47M as of Q1 2026.
  • Motley Fool Wealth Management sold 6,714 Penumbra shares in Q1 2026, an estimated $2.27M.
  • Penumbra made up 0.73% of Motley Fool Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Motley Fool Wealth Management first reported a position in Penumbra in Q2 2019 and has held it in 18 quarters since.
  • Motley Fool Wealth Management's Penumbra position peaked at $11M in Q4 2021.
  • 483 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Motley Fool Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.