Washington Trust Advisors’s Penumbra PEN Stock Holding History

Washington Trust 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 Q2	$2.42M	Sell	7,671 -11,015	-59%	-$3.57M	0.18%	76
2026 Q1	$6.14M	Sell	18,686 -1,422	-7%	-$482K	0.5%	48
2025 Q4	$6.25M	Sell	20,108 -260	-1%	-$71.8K	0.48%	49
2025 Q3	$5.16M	Sell	20,368 -418	-2%	-$105K	0.39%	52
2025 Q2	$5.33M	Buy	20,786 +110	+0.5%	+$29.9K	0.43%	51
2025 Q1	$5.53M	Sell	20,676 -73	-0.4%	-$19.7K	0.49%	50
2024 Q4	$4.93M	Sell	20,749 -757	-4%	-$172K	0.41%	51
2024 Q3	$4.18M	Buy	21,506 +541	+3%	+$102K	0.36%	53
2024 Q2	$3.77M	Buy	20,965 +15,969	+320%	+$3.19M	0.35%	52
2024 Q1	$1.12M	Hold	4,996	–	–	0.1%	88
2023 Q4	$1.26M	Buy	4,996 +2,925	+141%	+$647K	0.12%	81
2023 Q3	$501K	Buy	+2,071	New	+$575K	0.05%	121
2023 Q1	–	Sell	-4,460	Closed	-$992K	–	790
2022 Q4	$992K	Sell	4,460 -1,150	-20%	-$225K	0.11%	98
2022 Q3	$1.06M	Hold	5,610	–	–	0.1%	102
2022 Q2	$698K	Buy	+5,610	New	+$890K	0.06%	116

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

Washington Trust Advisors's PEN Position: Q2 2026 in Review

Washington Trust Advisors reduced its Penumbra (PEN) stake by 59% in Q2 2026, selling an estimated $3.57M and leaving 7,671 shares worth $2.42M. The position accounts for 0.18% of the portfolio, ranked #76.

Washington Trust Advisors first reported a position in PEN in Q2 2022 and has held it in 15 quarters since. The position peaked at $6.25M in Q4 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Washington Trust Advisors held 7,671 shares of Penumbra worth $2.42M as of Q2 2026.
Washington Trust Advisors sold 11,015 Penumbra shares in Q2 2026, an estimated $3.57M.
Penumbra made up 0.18% of Washington Trust Advisors's portfolio in Q2 2026, its #76 holding.
Washington Trust Advisors first reported a position in Penumbra in Q2 2022 and has held it in 15 quarters since.
Washington Trust Advisors's Penumbra position peaked at $6.25M in Q4 2025.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.