PWA
PEN icon

Principia Wealth Advisory’s Penumbra PEN Stock Holding History

Principia Wealth Advisory’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 Hold
1
– – ﹤0.01% 955
2026
Q1 		$328 Hold
1
– – ﹤0.01% 906
2025
Q4 		$311 Buy
+1
New +$276 ﹤0.01% 885
2025
Q2 		– Sell
-1
Closed -$275 – 993
2025
Q1 		$275 Buy
+1
New +$270 ﹤0.01% 716

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

Principia Wealth Advisory's PEN Position: Q2 2026 in Review

Principia Wealth Advisory held its Penumbra (PEN) position steady in Q2 2026 at 1 share worth $316. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Principia Wealth Advisory first reported a position in PEN in Q1 2025 and has held it in 4 quarters since. The position peaked at $328 in Q1 2026. 452 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Principia Wealth Advisory held 1 share of Penumbra worth $316 as of Q2 2026.
  • Principia Wealth Advisory left its Penumbra share count unchanged in Q2 2026.
  • Penumbra made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #955 holding.
  • Principia Wealth Advisory first reported a position in Penumbra in Q1 2025 and has held it in 4 quarters since.
  • Principia Wealth Advisory's Penumbra position peaked at $328 in Q1 2026.
  • 452 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.