SWM
PEN icon

SHP Wealth Management’s Penumbra PEN Stock Holding History

SHP 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
2026
Q2 		$632 Sell
2
-6
-75% -$1.94K ﹤0.01% 1712
2026
Q1 		$2.63K Buy
+8
New +$2.71K ﹤0.01% 1220

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 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 $3.38T AUM 44.17% 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

SHP Wealth Management's PEN Position: Q2 2026 in Review

SHP Wealth Management reduced its Penumbra (PEN) stake by 75% in Q2 2026, selling an estimated $1.94K and leaving 2 shares worth $632. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

SHP Wealth Management first reported a position in PEN in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.63K in Q1 2026. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • SHP Wealth Management held 2 shares of Penumbra worth $632 as of Q2 2026.
  • SHP Wealth Management sold 6 Penumbra shares in Q2 2026, an estimated $1.94K.
  • Penumbra made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1712 holding.
  • SHP Wealth Management first reported a position in Penumbra in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Penumbra position peaked at $2.63K in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.