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Sheets Smith Wealth Management’s Penumbra PEN Stock Holding History

Sheets Smith Wealth Management’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
Q4 		– Sell
-1,854
Closed -$470K – 411
2025
Q3 		$470K Buy
1,854
+323
+21% +$81.5K 0.05% 288
2025
Q2 		$393K Buy
1,531
+320
+26% +$87.1K 0.05% 312
2025
Q1 		$324K Buy
+1,211
New +$328K 0.04% 295

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's PEN Position: Q4 2025 in Review

Sheets Smith Wealth Management sold out of Penumbra (PEN) in Q4 2025, closing a stake of 1,854 shares — an estimated $470K sold.

Sheets Smith Wealth Management first reported a position in PEN in Q1 2025 and held it in 3 quarters. The position peaked at $470K in Q3 2025. 439 funds tracked by Wall St. Rank hold PEN as of Q4 2025.

  • Sheets Smith Wealth Management reported no remaining Penumbra position as of Q4 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,854 Penumbra shares in Q4 2025, an estimated $470K.
  • Sheets Smith Wealth Management first reported a position in Penumbra in Q1 2025 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Penumbra position peaked at $470K in Q3 2025.
  • 439 funds tracked by Wall St. Rank held Penumbra as of Q4 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.