PHS
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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 $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PFM Health Sciences's PEN Position: Q2 2026 in Review

PFM Health Sciences reduced its Penumbra (PEN) stake by 57% in Q2 2026, selling an estimated $25.8M and leaving 60,221 shares worth $19M. The position accounts for 1.63% of the portfolio, ranked #15.

PFM Health Sciences first reported a position in PEN in Q3 2015 and has held it in 44 quarters since. The position peaked at $138M in Q3 2019. 452 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • PFM Health Sciences held 60,221 shares of Penumbra worth $19M as of Q2 2026.
  • PFM Health Sciences sold 79,558 Penumbra shares in Q2 2026, an estimated $25.8M.
  • Penumbra made up 1.63% of PFM Health Sciences's portfolio in Q2 2026, its #15 holding.
  • PFM Health Sciences first reported a position in Penumbra in Q3 2015 and has held it in 44 quarters since.
  • PFM Health Sciences's Penumbra position peaked at $138M in Q3 2019.
  • 452 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on PFM Health Sciences's 13F filing for Q2 2026, filed 14 Aug 2026.