Mount Yale Investment Advisors’s Penumbra PEN Stock Holding History

Mount Yale 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	–	Sell	-900	Closed	-$295K	–	1252
2026 Q1	$295K	Buy	+900	New	+$305K	0.01%	901
2025 Q3	–	Sell	-1,557	Closed	-$400K	–	1340
2025 Q2	$400K	Sell	1,557 -1,580	-50%	-$430K	0.03%	387
2025 Q1	$839K	Sell	3,137 -626	-17%	-$169K	0.07%	224
2024 Q4	$894K	Sell	3,763 -10	-0.3%	-$2.27K	0.07%	220
2024 Q3	$733K	Sell	3,773 -213	-5%	-$40.2K	0.07%	255
2024 Q2	$717K	Buy	+3,986	New	+$796K	0.06%	269

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mount Yale Investment Advisors's PEN Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Penumbra (PEN) in Q2 2026, closing a stake of 900 shares — an estimated $295K sold.

Mount Yale Investment Advisors first reported a position in PEN in Q2 2024 and held it in 6 quarters. The position peaked at $894K in Q4 2024. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Mount Yale Investment Advisors reported no remaining Penumbra position as of Q2 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 900 Penumbra shares in Q2 2026, an estimated $295K.
Mount Yale Investment Advisors first reported a position in Penumbra in Q2 2024 and held it in 6 quarters.
Mount Yale Investment Advisors's Penumbra position peaked at $894K in Q4 2024.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.