WIM
PENN icon

Westside Investment Management’s PENN Entertainment PENN Stock Holding History

Westside Investment Management’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
2026
Q2 		$3.2K Sell
150
-300
-67% -$5.38K ﹤0.01% 1289
2026
Q1 		$6.76K Hold
450
– – ﹤0.01% 1202
2025
Q4 		$6.64K Sell
450
-8,000
-95% -$125K ﹤0.01% 1189
2025
Q3 		$163K Sell
8,450
-1,375
-14% -$25.8K 0.03% 314
2025
Q2 		$176K Sell
9,825
-6,877
-41% -$108K 0.03% 268
2025
Q1 		$272K Sell
16,702
-3,147
-16% -$61.5K 0.06% 201
2024
Q4 		$393K Buy
19,849
+620
+3% +$12.2K 0.08% 168
2024
Q3 		$363K Buy
19,229
+30
+0.2% +$571 0.08% 173
2024
Q2 		$372K Buy
19,199
+1,925
+11% +$32.7K 0.09% 163
2024
Q1 		$315K Buy
17,274
+3,722
+27% +$76.9K 0.08% 178
2023
Q4 		$353K Sell
13,552
-1,300
-9% -$30.1K 0.09% 164
2023
Q3 		$341K Buy
14,852
+525
+4% +$12.7K 0.1% 161
2023
Q2 		$344K Buy
14,327
+3,875
+37% +$103K 0.1% 165
2023
Q1 		$310K Sell
10,452
-1,100
-10% -$34.1K 0.09% 171
2022
Q4 		$343 Buy
11,552
+500
+5% +$16.2K ﹤0.01% 299
2022
Q3 		$304 Buy
11,052
+150
+1% +$4.84K ﹤0.01% 310
2022
Q2 		$331 Buy
10,902
+2,525
+30% +$85.2K ﹤0.01% 300
2022
Q1 		$355 Buy
8,377
+4,540
+118% +$207K ﹤0.01% 298
2021
Q4 		$198 Buy
3,837
+87
+2% +$5.27K ﹤0.01% 310
2021
Q3 		$271 Hold
3,750
– – ﹤0.01% 288
2021
Q2 		$286 Hold
3,750
– – ﹤0.01% 285
2021
Q1 		$393 Hold
3,750
– – ﹤0.01% 267
2020
Q4 		$323 Sell
3,750
-250
-6% -$17.8K ﹤0.01% 236
2020
Q3 		$290 Sell
4,000
-3,500
-47% -$172K ﹤0.01% 248
2020
Q2 		$229 Sell
7,500
-30,220
-80% -$692K ﹤0.01% 232
2020
Q1 		$477 Buy
+37,720
New +$948K ﹤0.01% 207

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Westside Investment Management's PENN Position: Q2 2026 in Review

Westside Investment Management reduced its PENN Entertainment (PENN) stake by 67% in Q2 2026, selling an estimated $5.38K and leaving 150 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Westside Investment Management first reported a position in PENN in Q1 2020 and has held it in 26 quarters since. The position peaked at $393K in Q4 2024. 381 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • Westside Investment Management held 150 shares of PENN Entertainment worth $3.2K as of Q2 2026.
  • Westside Investment Management sold 300 PENN Entertainment shares in Q2 2026, an estimated $5.38K.
  • PENN Entertainment made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1289 holding.
  • Westside Investment Management first reported a position in PENN Entertainment in Q1 2020 and has held it in 26 quarters since.
  • Westside Investment Management's PENN Entertainment position peaked at $393K in Q4 2024.
  • 381 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.