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Synergy Investment Management’s Penumbra PEN Stock Holding History

Synergy Investment 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 		$31.6K Hold
100
– – 0.01% 449
2026
Q1 		$32.8K Buy
+100
New +$33.9K 0.01% 333
2025
Q2 		– Sell
-100
Closed -$26.7K – 423
2025
Q1 		$26.7K Buy
+100
New +$27.1K 0.01% 283

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

Synergy Investment Management's PEN Position: Q2 2026 in Review

Synergy Investment Management held its Penumbra (PEN) position steady in Q2 2026 at 100 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #449.

Synergy Investment Management first reported a position in PEN in Q1 2025 and has held it in 3 quarters since. The position peaked at $32.8K in Q1 2026. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Synergy Investment Management held 100 shares of Penumbra worth $31.6K as of Q2 2026.
  • Synergy Investment Management left its Penumbra share count unchanged in Q2 2026.
  • Penumbra made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #449 holding.
  • Synergy Investment Management first reported a position in Penumbra in Q1 2025 and has held it in 3 quarters since.
  • Synergy Investment Management's Penumbra position peaked at $32.8K in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.