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Planning Strategies’s Penumbra PEN Stock Holding History

Planning Strategies’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 		$316 Buy
+1
New +$324 ﹤0.01% 941

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

Planning Strategies's PEN Position: Q2 2026 in Review

Planning Strategies opened a new position in Penumbra (PEN) in Q2 2026: 1 share worth $316. The stake represents ﹤0.01% of the portfolio and ranks #941 among its holdings.

412 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Planning Strategies held 1 share of Penumbra worth $316 as of Q2 2026.
  • Penumbra was a new Planning Strategies position in Q2 2026.
  • Penumbra made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #941 holding.
  • 412 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.