WCM Investment Management
PEN icon

WCM Investment Management’s Penumbra PEN Stock Holding History

WCM Investment Management’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
-41,053
Closed -$12.9M – 278
2025
Q4 		$12.9M Sell
41,053
-2,105
-5% -$581K 0.03% 138
2025
Q3 		$10.9M Sell
43,158
-396
-0.9% -$99.9K 0.02% 142
2025
Q2 		$11.2M Buy
43,554
+3,060
+8% +$833K 0.03% 142
2025
Q1 		$10.8M Sell
40,494
-15,978
-28% -$4.32M 0.03% 138
2024
Q4 		$13.5M Buy
+56,472
New +$12.8M 0.03% 136
2023
Q1 		– Sell
-65,788
Closed -$14.6M – 218
2022
Q4 		$14.6M Sell
65,788
-1,039
-2% -$203K 0.05% 92
2022
Q3 		$12.8M Buy
66,827
+1,849
+3% +$297K 0.05% 100
2022
Q2 		$8.46M Buy
+64,978
New +$10.3M 0.03% 132
2021
Q1 		– Sell
-19,663
Closed -$3.44M – 204
2020
Q4 		$3.44M Sell
19,663
-13,357
-40% -$2.93M 0.01% 152
2020
Q3 		$6.42M Buy
33,020
+790
+2% +$166K 0.02% 123
2020
Q2 		$5.76M Sell
32,230
-10,283
-24% -$1.78M 0.02% 121
2020
Q1 		$6.86M Buy
42,513
+11,878
+39% +$2M 0.04% 71
2019
Q4 		$5.03M Buy
30,635
+19,744
+181% +$3.14M 0.03% 104
2019
Q3 		$1.46M Buy
10,891
+2,712
+33% +$420K 0.01% 98
2019
Q2 		$1.31M Sell
8,179
-161
-2% -$23.3K 0.01% 110
2019
Q1 		$1.23M Buy
+8,340
New +$1.19M 0.01% 110

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 $10.2B AUM 67.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

WCM Investment Management's PEN Position: Q1 2026 in Review

WCM Investment Management sold out of Penumbra (PEN) in Q1 2026, closing a stake of 41,053 shares — an estimated $12.9M sold.

WCM Investment Management first reported a position in PEN in Q1 2019 and held it in 16 quarters. The position peaked at $14.6M in Q4 2022. 485 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • WCM Investment Management reported no remaining Penumbra position as of Q1 2026 after selling out during the quarter.
  • WCM Investment Management sold 41,053 Penumbra shares in Q1 2026, an estimated $12.9M.
  • WCM Investment Management first reported a position in Penumbra in Q1 2019 and held it in 16 quarters.
  • WCM Investment Management's Penumbra position peaked at $14.6M in Q4 2022.
  • 485 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.