Rothwell Investment Advisors, LLC’s Penumbra PEN Stock Holding History

Rothwell Investment Advisors, LLC’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
2026 Q3	$3.18K	Buy	+10	New	+$3.21K	﹤0.01%	984

Other funds holding PEN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Carret Asset Management New York $1.14B AUM 25.06% 1-Year Est. Return

C WorldWide Group Copenhagen, Denmark $3.96B AUM 10.41% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PEN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Penumbra (PEN) in Q3 2026: 10 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings.

164 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

Rothwell Investment Advisors, LLC held 10 shares of Penumbra worth $3.18K as of Q3 2026.
Penumbra was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Penumbra made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #984 holding.
164 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.