Wescott Financial Advisory Group’s Penumbra PEN Stock Holding History

Wescott Financial Advisory Group’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	-853	Closed	-$216K	–	195
2025 Q3	$216K	Hold	853	–	–	0.02%	167
2025 Q2	$219K	Hold	853	–	–	0.02%	163
2025 Q1	$228K	Hold	853	–	–	0.02%	156
2024 Q4	$203K	Buy	+853	New	+$194K	0.02%	171
2024 Q1	–	Sell	-850	Closed	-$214K	–	171
2023 Q4	$214K	Hold	850	–	–	0.03%	156
2023 Q3	$206K	Hold	850	–	–	0.04%	150
2023 Q2	$292K	Hold	850	–	–	0.05%	132
2023 Q1	$237K	Buy	+850	New	+$217K	0.05%	139
2022 Q1	–	Sell	-850	Closed	-$244K	–	130
2021 Q4	$244K	Sell	850 -6	-0.7%	-$1.59K	0.13%	63
2021 Q3	$228K	Buy	856 +6	+0.7%	+$1.61K	0.13%	63
2021 Q2	$223K	Hold	850	–	–	0.13%	58
2021 Q1	$230K	Buy	+850	New	+$219K	0.15%	57

Other funds holding PEN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wescott Financial Advisory Group's PEN Position: Q4 2025 in Review

Wescott Financial Advisory Group sold out of Penumbra (PEN) in Q4 2025, closing a stake of 853 shares — an estimated $216K sold.

Wescott Financial Advisory Group first reported a position in PEN in Q1 2021 and held it in 12 quarters. The position peaked at $292K in Q2 2023. 439 funds tracked by Wall St. Rank hold PEN as of Q4 2025.

Wescott Financial Advisory Group reported no remaining Penumbra position as of Q4 2025 after selling out during the quarter.
Wescott Financial Advisory Group sold 853 Penumbra shares in Q4 2025, an estimated $216K.
Wescott Financial Advisory Group first reported a position in Penumbra in Q1 2021 and held it in 12 quarters.
Wescott Financial Advisory Group's Penumbra position peaked at $292K in Q2 2023.
439 funds tracked by Wall St. Rank held Penumbra as of Q4 2025.

Based on Wescott Financial Advisory Group's 13F filing for Q4 2025, filed 12 Feb 2026.