Operose Advisors’s Penumbra PEN Stock Holding History

Operose 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	-1	Closed	-$328	–	636
2026 Q1	$328	Buy	+1	New	+$339	﹤0.01%	575

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

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

Operose Advisors's PEN Position: Q2 2026 in Review

Operose Advisors sold out of Penumbra (PEN) in Q2 2026, closing a stake of 1 share — an estimated $328 sold.

Operose Advisors first reported a position in PEN in Q1 2026 and held it in 1 quarter. The position peaked at $328 in Q1 2026. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Operose Advisors reported no remaining Penumbra position as of Q2 2026 after selling out during the quarter.
Operose Advisors sold 1 Penumbra share in Q2 2026, an estimated $328.
Operose Advisors first reported a position in Penumbra in Q1 2026 and held it in 1 quarter.
Operose Advisors's Penumbra position peaked at $328 in Q1 2026.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.