ZIM
PEN icon

Zacks Investment Management’s Penumbra PEN Stock Holding History

Zacks 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
2025
Q2 		– Sell
-36,486
Closed -$9.76M – 755
2025
Q1 		$9.76M Buy
+36,486
New +$9.87M 0.09% 169
2023
Q4 		– Sell
-7,322
Closed -$1.77M – 664
2023
Q3 		$1.77M Sell
7,322
-215
-3% -$59.7K 0.02% 292
2023
Q2 		$2.59M Buy
7,537
+169
+2% +$51.9K 0.03% 255
2023
Q1 		$2.05M Buy
+7,368
New +$1.88M 0.03% 281
2020
Q3 		– Sell
-3,911
Closed -$699K – 550
2020
Q2 		$699K Sell
3,911
-863
-18% -$150K 0.02% 359
2020
Q1 		$770K Buy
+4,774
New +$804K 0.02% 337
2019
Q3 		– Sell
-2,877
Closed -$460K – 567
2019
Q2 		$460K Buy
+2,877
New +$415K 0.01% 459
2018
Q4 		– Sell
-1,927
Closed -$288K – 571
2018
Q3 		$288K Buy
+1,927
New +$270K 0.01% 465

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zacks Investment Management's PEN Position: Q2 2025 in Review

Zacks Investment Management sold out of Penumbra (PEN) in Q2 2025, closing a stake of 36,486 shares — an estimated $9.76M sold.

Zacks Investment Management first reported a position in PEN in Q3 2018 and held it in 8 quarters. The position peaked at $9.76M in Q1 2025. 450 funds tracked by Wall St. Rank hold PEN as of Q2 2025.

  • Zacks Investment Management reported no remaining Penumbra position as of Q2 2025 after selling out during the quarter.
  • Zacks Investment Management sold 36,486 Penumbra shares in Q2 2025, an estimated $9.76M.
  • Zacks Investment Management first reported a position in Penumbra in Q3 2018 and held it in 8 quarters.
  • Zacks Investment Management's Penumbra position peaked at $9.76M in Q1 2025.
  • 450 funds tracked by Wall St. Rank held Penumbra as of Q2 2025.

Based on Zacks Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.