PHS
PEN icon

PFM Health Sciences’s Penumbra PEN Stock Holding History

PFM Health Sciences’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
2023
Q1 		– Sell
-237,500
Closed -$52.8M – 97
2022
Q4 		$52.8M Buy
237,500
+30,000
+14% +$5.87M 1.89% 14
2022
Q3 		$39.3M Buy
+207,500
New +$33.3M 1.42% 32

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

PFM Health Sciences's PEN Position: Q1 2026 in Review

PFM Health Sciences reduced its Penumbra (PEN) stake by 3.7% in Q1 2026, selling an estimated $1.83M and leaving 139,779 shares worth $45.9M. The position accounts for 4.19% of the portfolio, ranked #4.

PFM Health Sciences first reported a position in PEN in Q3 2015 and has held it in 43 quarters since. The position peaked at $138M in Q3 2019. 482 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • PFM Health Sciences held 139,779 shares of Penumbra worth $45.9M as of Q1 2026.
  • PFM Health Sciences sold 5,392 Penumbra shares in Q1 2026, an estimated $1.83M.
  • Penumbra made up 4.19% of PFM Health Sciences's portfolio in Q1 2026, its #4 holding.
  • PFM Health Sciences first reported a position in Penumbra in Q3 2015 and has held it in 43 quarters since.
  • PFM Health Sciences's Penumbra position peaked at $138M in Q3 2019.
  • 482 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on PFM Health Sciences's 13F filing for Q1 2026, filed 15 May 2026.