Ridgewood Investments’s Penumbra PEN Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-50	Closed	-$12.8K	–	547
2025 Q2	$12.8K	Hold	50	–	–	0.01%	484
2025 Q1	$13.4K	Hold	50	–	–	0.01%	457
2024 Q4	$11.9K	Hold	50	–	–	0.01%	470
2024 Q3	$9.72K	Hold	50	–	–	﹤0.01%	510
2024 Q2	$9K	Buy	+50	New	+$9.98K	﹤0.01%	520
2023 Q3	–	Sell	-50	Closed	-$17.2K	–	586
2023 Q2	$17.2K	Hold	50	–	–	0.01%	455
2023 Q1	$13.9K	Buy	+50	New	+$12.8K	0.01%	486

Other funds holding PEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ridgewood Investments's PEN Position: Q3 2025 in Review

Ridgewood Investments sold out of Penumbra (PEN) in Q3 2025, closing a stake of 50 shares — an estimated $12.8K sold.

Ridgewood Investments first reported a position in PEN in Q1 2023 and held it in 7 quarters. The position peaked at $17.2K in Q2 2023. 420 funds tracked by Wall St. Rank hold PEN as of Q3 2025.

Ridgewood Investments reported no remaining Penumbra position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 50 Penumbra shares in Q3 2025, an estimated $12.8K.
Ridgewood Investments first reported a position in Penumbra in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's Penumbra position peaked at $17.2K in Q2 2023.
420 funds tracked by Wall St. Rank held Penumbra as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.