SageView Advisory Group’s Penumbra PEN Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-163	Closed	-$50.7K	–	1896
2025 Q4	$50.7K	Buy	+163	New	+$45K	﹤0.01%	1071

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's PEN Position: Q1 2026 in Review

SageView Advisory Group sold out of Penumbra (PEN) in Q1 2026, closing a stake of 163 shares — an estimated $50.7K sold.

SageView Advisory Group first reported a position in PEN in Q4 2025 and held it in 1 quarter. The position peaked at $50.7K in Q4 2025. 485 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

SageView Advisory Group reported no remaining Penumbra position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 163 Penumbra shares in Q1 2026, an estimated $50.7K.
SageView Advisory Group first reported a position in Penumbra in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Penumbra position peaked at $50.7K in Q4 2025.
485 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.