TWD
PENN icon

True Wealth Design’s PENN Entertainment PENN Stock Holding History

True Wealth Design’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.67K Buy
78
+15
+24% +$269 ﹤0.01% 1766
2026
Q1 		$947 Sell
63
-672
-91% -$9.35K ﹤0.01% 1817
2025
Q4 		$10.8K Buy
+735
New +$11.5K ﹤0.01% 830

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

True Wealth Design's PENN Position: Q2 2026 in Review

True Wealth Design increased its PENN Entertainment (PENN) stake by 24% in Q2 2026, buying an estimated $269 and bringing the position to 78 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

True Wealth Design first reported a position in PENN in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.8K in Q4 2025. 380 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • True Wealth Design held 78 shares of PENN Entertainment worth $1.67K as of Q2 2026.
  • True Wealth Design bought 15 PENN Entertainment shares in Q2 2026, an estimated $269.
  • PENN Entertainment made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1766 holding.
  • True Wealth Design first reported a position in PENN Entertainment in Q4 2025 and has held it in 3 quarters since.
  • True Wealth Design's PENN Entertainment position peaked at $10.8K in Q4 2025.
  • 380 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.