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Wealthspire Advisors (New York)’s PENN Entertainment PENN Stock Holding History

Wealthspire Advisors (New York)’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-387
Closed -$7.45K – 2345
2025
Q3 		$7.45K Buy
+387
New +$7.26K ﹤0.01% 2164

Other funds holding PENN

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
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of PENN Entertainment (PENN) in Q4 2025, closing a stake of 387 shares — an estimated $7.45K sold.

Wealthspire Advisors (New York) first reported a position in PENN in Q3 2025 and held it in 1 quarter. The position peaked at $7.45K in Q3 2025. 359 funds tracked by Wall St. Rank hold PENN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining PENN Entertainment position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 387 PENN Entertainment shares in Q4 2025, an estimated $7.45K.
  • Wealthspire Advisors (New York) first reported a position in PENN Entertainment in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s PENN Entertainment position peaked at $7.45K in Q3 2025.
  • 359 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2025.

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