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United Services Automobile Association’s Penumbra PEN Stock Holding History

United Services Automobile Association’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
2025
Q2 		– Sell
-2,452
Closed -$656K – 752
2025
Q1 		$656K Buy
+2,452
New +$663K 0.02% 413
2019
Q3 		– Sell
-5,626
Closed -$900K – 1361
2019
Q2 		$900K Sell
5,626
-1,358
-19% -$196K ﹤0.01% 1361
2019
Q1 		$1.03M Buy
6,984
+2,136
+44% +$305K ﹤0.01% 1301
2018
Q4 		$592K Hold
4,848
– – ﹤0.01% 1483
2018
Q3 		$726K Hold
4,848
– – ﹤0.01% 1505
2018
Q2 		$670K Sell
4,848
-3,087
-39% -$439K ﹤0.01% 1558
2018
Q1 		$918K Buy
+7,935
New +$819K ﹤0.01% 1428

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Services Automobile Association's PEN Position: Q2 2025 in Review

United Services Automobile Association sold out of Penumbra (PEN) in Q2 2025, closing a stake of 2,452 shares — an estimated $656K sold.

United Services Automobile Association first reported a position in PEN in Q1 2018 and held it in 7 quarters. The position peaked at $1.03M in Q1 2019. 450 funds tracked by Wall St. Rank hold PEN as of Q2 2025.

  • United Services Automobile Association reported no remaining Penumbra position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 2,452 Penumbra shares in Q2 2025, an estimated $656K.
  • United Services Automobile Association first reported a position in Penumbra in Q1 2018 and held it in 7 quarters.
  • United Services Automobile Association's Penumbra position peaked at $1.03M in Q1 2019.
  • 450 funds tracked by Wall St. Rank held Penumbra as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.