New York Life Investment Management’s Penumbra PEN Stock Holding History

New York Life Investment 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	$6.08M	Buy	18,520 +15,307	+476%	+$5.18M	0.05%	290
2025 Q4	$999K	Buy	+3,213	New	+$887K	0.01%	611
2025 Q1	–	Sell	-4,108	Closed	-$976K	–	844
2024 Q4	$976K	Sell	4,108 -346	-8%	-$78.7K	0.01%	661
2024 Q3	$865K	Sell	4,454 -239	-5%	-$45.2K	0.01%	724
2024 Q2	$845K	Buy	4,693 +419	+10%	+$83.6K	0.01%	717
2024 Q1	$954K	Sell	4,274 -84	-2%	-$20.8K	0.01%	683
2023 Q4	$1.1M	Buy	4,358 +284	+7%	+$62.8K	0.01%	639
2023 Q3	$986K	Buy	4,074 +2,116	+108%	+$588K	0.01%	628
2023 Q2	$674K	Buy	+1,958	New	+$601K	0.01%	627

Other funds holding PEN

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New York Life Investment Management's PEN Position: Q1 2026 in Review

New York Life Investment Management increased its Penumbra (PEN) stake by 476% in Q1 2026, buying an estimated $5.18M and bringing the position to 18,520 shares worth $6.08M. The position accounts for 0.05% of the portfolio, ranked #290.

New York Life Investment Management first reported a position in PEN in Q2 2023 and has held it in 9 quarters since. 483 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

New York Life Investment Management held 18,520 shares of Penumbra worth $6.08M as of Q1 2026.
New York Life Investment Management bought 15,307 Penumbra shares in Q1 2026, an estimated $5.18M.
Penumbra made up 0.05% of New York Life Investment Management's portfolio in Q1 2026, its #290 holding.
New York Life Investment Management first reported a position in Penumbra in Q2 2023 and has held it in 9 quarters since.
483 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.