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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
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
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 $3.37T AUM 44.26% 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 $110B AUM 4.8% 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

Mount Yale Investment Advisors's PEN Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Penumbra (PEN) in Q1 2026: 900 shares worth $295K. The stake represents 0.01% of the portfolio and ranks #901 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in PEN as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in PEN in Q2 2024 and has held it in 6 quarters since. The position peaked at $894K in Q4 2024. 483 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • Mount Yale Investment Advisors held 900 shares of Penumbra worth $295K as of Q1 2026.
  • Penumbra was a new Mount Yale Investment Advisors position in Q1 2026.
  • Penumbra made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #901 holding.
  • Mount Yale Investment Advisors first reported a position in Penumbra in Q2 2024 and has held it in 6 quarters since.
  • Mount Yale Investment Advisors's Penumbra position peaked at $894K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.