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Wealthspire Advisors (New York)’s Penumbra PEN Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-108
Closed -$27.4K – 2344
2025
Q3 		$27.4K Buy
+108
New +$27.2K ﹤0.01% 1508

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s PEN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Penumbra (PEN) in Q4 2025, closing a stake of 108 shares — an estimated $27.4K sold.

Wealthspire Advisors (New York) first reported a position in PEN in Q3 2025 and held it in 1 quarter. The position peaked at $27.4K in Q3 2025. 439 funds tracked by Wall St. Rank hold PEN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Penumbra position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 108 Penumbra shares in Q4 2025, an estimated $27.4K.
  • Wealthspire Advisors (New York) first reported a position in Penumbra in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Penumbra position peaked at $27.4K in Q3 2025.
  • 439 funds tracked by Wall St. Rank held Penumbra as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.