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Pinnacle Wealth Planning Services’s Penumbra PEN Stock Holding History

Pinnacle Wealth Planning Services’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 		$4.74K Sell
15
-16
-52% -$5.18K ﹤0.01% 2310
2026
Q1 		$10.2K Buy
31
+16
+107% +$5.42K ﹤0.01% 1991
2025
Q4 		$4.66K Buy
+15
New +$4.14K ﹤0.01% 2304
2021
Q1 		– Sell
-15
Closed -$3K – 1495
2020
Q4 		$3K Buy
+15
New +$3.29K ﹤0.01% 1846

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

Pinnacle Wealth Planning Services's PEN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Penumbra (PEN) stake by 52% in Q2 2026, selling an estimated $5.18K and leaving 15 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Pinnacle Wealth Planning Services first reported a position in PEN in Q4 2020 and has held it in 4 quarters since. The position peaked at $10.2K in Q1 2026. 452 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 15 shares of Penumbra worth $4.74K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 16 Penumbra shares in Q2 2026, an estimated $5.18K.
  • Penumbra made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2310 holding.
  • Pinnacle Wealth Planning Services first reported a position in Penumbra in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Penumbra position peaked at $10.2K in Q1 2026.
  • 452 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.