TD Private Client Wealth’s Penumbra PEN Stock Holding History

TD Private Client Wealth’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	$5.68K	Buy	18 +13	+260%	+$4.21K	﹤0.01%	1200
2026 Q1	$1.64K	Sell	5 -5	-50%	-$1.69K	﹤0.01%	1314
2025 Q4	$3.11K	Hold	10	–	–	﹤0.01%	1218
2025 Q3	$2.53K	Sell	10 -2	-17%	-$504	﹤0.01%	1220
2025 Q2	$3.08K	Sell	12 -9	-43%	-$2.45K	﹤0.01%	1169
2025 Q1	$5.62K	Buy	21 +17	+425%	+$4.6K	﹤0.01%	1069
2024 Q4	$950	Hold	4	–	–	﹤0.01%	1252
2024 Q3	$777	Hold	4	–	–	﹤0.01%	1243
2024 Q2	$720	Hold	4	–	–	﹤0.01%	1182
2024 Q1	$893	Buy	+4	New	+$989	﹤0.01%	1181
2022 Q2	–	Sell	-11	Closed	-$2.44K	–	1276
2022 Q1	$2.44K	Sell	11 -2	-15%	-$444	﹤0.01%	1149
2021 Q4	$3.73K	Buy	13 +2	+18%	+$529	﹤0.01%	962
2021 Q3	$2.93K	Hold	11	–	–	﹤0.01%	1000
2021 Q2	$3.02K	Hold	11	–	–	﹤0.01%	1004
2021 Q1	$2.98K	Hold	11	–	–	﹤0.01%	970
2020 Q4	$1.93K	Buy	+11	New	+$2.41K	﹤0.01%	962

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

TD Private Client Wealth's PEN Position: Q2 2026 in Review

TD Private Client Wealth increased its Penumbra (PEN) stake by 260% in Q2 2026, buying an estimated $4.21K and bringing the position to 18 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

TD Private Client Wealth first reported a position in PEN in Q4 2020 and has held it in 16 quarters since. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

TD Private Client Wealth held 18 shares of Penumbra worth $5.68K as of Q2 2026.
TD Private Client Wealth bought 13 Penumbra shares in Q2 2026, an estimated $4.21K.
Penumbra made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1200 holding.
TD Private Client Wealth first reported a position in Penumbra in Q4 2020 and has held it in 16 quarters since.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.