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United Capital Financial Advisors’s Penumbra PEN Stock Holding History

United Capital Financial Advisors’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 		– Sell
-3,959
Closed -$1.23M – 1662
2025
Q4 		$1.23M Buy
3,959
+648
+20% +$179K 0.01% 668
2025
Q3 		$839K Buy
+3,311
New +$835K 0.01% 695

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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 $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

United Capital Financial Advisors's PEN Position: Q1 2026 in Review

United Capital Financial Advisors sold out of Penumbra (PEN) in Q1 2026, closing a stake of 3,959 shares — an estimated $1.23M sold.

United Capital Financial Advisors first reported a position in PEN in Q3 2025 and held it in 2 quarters. The position peaked at $1.23M in Q4 2025. 485 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • United Capital Financial Advisors reported no remaining Penumbra position as of Q1 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,959 Penumbra shares in Q1 2026, an estimated $1.23M.
  • United Capital Financial Advisors first reported a position in Penumbra in Q3 2025 and held it in 2 quarters.
  • United Capital Financial Advisors's Penumbra position peaked at $1.23M in Q4 2025.
  • 485 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.