UBS Group’s Penumbra PEN Stock Holding History

UBS Group’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
2023 Q3	–	Sell	-7,600	Closed	-$2.61M	–	9843
2023 Q2	$2.61M	Hold	7,600	–	–	﹤0.01%	3266
2023 Q1	$2.12M	Sell	7,600 -2,400	-24%	-$613K	﹤0.01%	3370
2022 Q4	$2.22M	Buy	+10,000	New	+$1.96M	﹤0.01%	3291

Other funds holding PEN

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

HBK Investments Dallas, Texas $10.3B AUM 67.69% 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

UBS Group's PEN Position: Q2 2026 in Review

UBS Group increased its Penumbra (PEN) stake by 26% in Q2 2026, buying an estimated $46.5M and bringing the position to 703,822 shares worth $222M. The position accounts for 0.03% of the portfolio, ranked #607.

UBS Group first reported a position in PEN in Q3 2015 and has held it in 44 quarters since. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

UBS Group held 703,822 shares of Penumbra worth $222M as of Q2 2026.
UBS Group bought 143,487 Penumbra shares in Q2 2026, an estimated $46.5M.
Penumbra made up 0.03% of UBS Group's portfolio in Q2 2026, its #607 holding.
UBS Group first reported a position in Penumbra in Q3 2015 and has held it in 44 quarters since.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.