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 Q3	$318	Hold	1	–	–	﹤0.01%	1011
2026 Q2	$316	Buy	+1	New	+$324	﹤0.01%	941

Other funds holding PEN

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Planning Strategies's PEN Position: Q3 2026 in Review

Planning Strategies held its Penumbra (PEN) position steady in Q3 2026 at 1 share worth $318. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Planning Strategies first reported a position in PEN in Q2 2026 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

Planning Strategies held 1 share of Penumbra worth $318 as of Q3 2026.
Planning Strategies left its Penumbra share count unchanged in Q3 2026.
Penumbra made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #1011 holding.
Planning Strategies first reported a position in Penumbra in Q2 2026 and has held it in 2 quarters since.
323 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.