Nelson Capital Management’s Penumbra PEN Stock Holding History

Nelson Capital 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
2026 Q2	$1.1M	Buy	+3,484	New	+$1.13M	0.12%	68

Other funds holding PEN

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Nelson Capital Management's PEN Position: Q2 2026 in Review

Nelson Capital Management opened a new position in Penumbra (PEN) in Q2 2026: 3,484 shares worth $1.1M. The stake represents 0.12% of the portfolio and ranks #68 among its holdings.

115 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Nelson Capital Management held 3,484 shares of Penumbra worth $1.1M as of Q2 2026.
Penumbra was a new Nelson Capital Management position in Q2 2026.
Penumbra made up 0.12% of Nelson Capital Management's portfolio in Q2 2026, its #68 holding.
115 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.