SC
PEN icon

Savant Capital’s Penumbra PEN Stock Holding History

Savant Capital’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 		$218K Buy
+678
New +$220K ﹤0.01% 1693
2025
Q1 		– Sell
-2,981
Closed -$708K – 1339
2024
Q4 		$708K Buy
2,981
+221
+8% +$50.3K 0.01% 776
2024
Q3 		$536K Buy
+2,760
New +$522K ﹤0.01% 846

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

Savant Capital's PEN Position: Q2 2026 in Review

Savant Capital opened a new position in Penumbra (PEN) in Q2 2026: 678 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1693 among its holdings. This is a return to the name: Savant Capital previously reported a position in PEN as recently as Q4 2024.

Savant Capital first reported a position in PEN in Q3 2024 and has held it in 3 quarters since. The position peaked at $708K in Q4 2024. 452 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Savant Capital held 678 shares of Penumbra worth $218K as of Q2 2026.
  • Penumbra was a new Savant Capital position in Q2 2026.
  • Penumbra made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1693 holding.
  • Savant Capital first reported a position in Penumbra in Q3 2024 and has held it in 3 quarters since.
  • Savant Capital's Penumbra position peaked at $708K in Q4 2024.
  • 452 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.