Sachetta’s Penumbra PEN Stock Holding History

Sachetta’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%	961
2026 Q1	–	Sell	-3	Closed	-$933	–	1107
2025 Q4	$933	Hold	3	–	–	﹤0.01%	913
2025 Q3	$760	Hold	3	–	–	﹤0.01%	986
2025 Q2	$770	Hold	3	–	–	﹤0.01%	1000
2025 Q1	$803	Hold	3	–	–	﹤0.01%	967
2024 Q4	$713	Hold	3	–	–	﹤0.01%	1045
2024 Q3	$583	Sell	3 -6	-67%	-$1.13K	﹤0.01%	1129
2024 Q2	$1.56K	Buy	9 +6	+200%	+$1.2K	﹤0.01%	917
2024 Q1	$755	Hold	3	–	–	﹤0.01%	990
2023 Q4	$755	Buy	+3	New	+$663	﹤0.01%	990

Other funds holding PEN

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sachetta's PEN Position: Q2 2026 in Review

Sachetta opened a new position in Penumbra (PEN) in Q2 2026: 1 share worth $316. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings. This is a return to the name: Sachetta previously reported a position in PEN as recently as Q4 2025.

Sachetta first reported a position in PEN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.56K in Q2 2024. 45 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Sachetta held 1 share of Penumbra worth $316 as of Q2 2026.
Penumbra was a new Sachetta position in Q2 2026.
Penumbra made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #961 holding.
Sachetta first reported a position in Penumbra in Q4 2023 and has held it in 10 quarters since.
Sachetta's Penumbra position peaked at $1.56K in Q2 2024.
45 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.