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Penumbra shares owned by FSM Wealth Advisors

Quarter-by-quarter ownership of Penumbra (PEN) shares owned by FSM Wealth Advisors from 13F filings

Historical chart of FSM Wealth Advisors investment in Penumbra

Tip: Access up to 7 years of quarterly data

All positions including Penumbra held by FSM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Penumbra by FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 834 253.32
2025-03-31 $215k 802 267.41

More positions owned by FSM Wealth Advisors

J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FSM Wealth Advisors

Top funds holding Penumbra

FMR
BlackRock
Vanguard Group
State Street Corporation
Citadel Advisors
Baillie Gifford & Co
Rtw Investments
Jpmorgan Chase & Co
ClearBridge Advisors
Geode Capital Management
Champlain Investment Partners
Invesco
Morgan Stanley
Henderson Group
Congress Asset Management

View all funds holding Penumbra