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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SHP Wealth Management's PEN Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Penumbra (PEN) in Q1 2026: 8 shares worth $2.63K. The stake represents ﹤0.01% of the portfolio and ranks #1220 among its holdings.

483 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • SHP Wealth Management held 8 shares of Penumbra worth $2.63K as of Q1 2026.
  • Penumbra was a new SHP Wealth Management position in Q1 2026.
  • Penumbra made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1220 holding.
  • 483 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.