Nisa Investment Advisors
PEN icon

Nisa Investment Advisors’s Penumbra PEN Stock Holding History

Nisa Investment Advisors’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 		$88.1K Buy
279
+161
+136% +$52.2K ﹤0.01% 1610
2026
Q1 		$38.7K Buy
118
+30
+34% +$10.2K ﹤0.01% 1779
2025
Q4 		$27.4K Hold
88
– – ﹤0.01% 1823
2025
Q3 		$22.3K Hold
88
– – ﹤0.01% 1947
2025
Q2 		$22.6K Sell
88
-20
-19% -$5.44K ﹤0.01% 1880
2025
Q1 		$28.9K Hold
108
– – ﹤0.01% 1750
2024
Q4 		$25.6K Hold
108
– – ﹤0.01% 1864
2024
Q3 		$21K Buy
108
+50
+86% +$9.45K ﹤0.01% 1890
2024
Q2 		$10.4K Sell
58
-355
-86% -$70.9K ﹤0.01% 2140
2024
Q1 		$92.2K Buy
413
+55
+15% +$13.6K ﹤0.01% 1492
2023
Q4 		$90.1K Buy
358
+298
+497% +$65.9K ﹤0.01% 1464
2023
Q3 		$14.5K Hold
60
– – ﹤0.01% 2101
2023
Q2 		$20.6K Hold
60
– – ﹤0.01% 2092
2023
Q1 		$17K Hold
60
– – ﹤0.01% 2059
2022
Q4 		$13K Buy
60
+2
+3% +$391 ﹤0.01% 2148
2022
Q3 		$10K Buy
58
+20
+53% +$3.21K ﹤0.01% 2188
2022
Q2 		$5K Sell
38
-400
-91% -$63.5K ﹤0.01% 2273
2022
Q1 		$97K Sell
438
-465
-51% -$103K ﹤0.01% 1625
2021
Q4 		$204K Buy
903
+317
+54% +$83.8K ﹤0.01% 1265
2021
Q3 		$156 Sell
586
-234
-29% -$62.9K ﹤0.01% 1507
2021
Q2 		$225 Hold
820
– – ﹤0.01% 1362
2021
Q1 		$222 Hold
820
– – ﹤0.01% 1450
2020
Q4 		$144K Buy
820
+162
+25% +$35.5K ﹤0.01% 1597
2020
Q3 		$128K Buy
+658
New +$138K ﹤0.01% 1465
2018
Q3 		– Sell
-500
Closed -$69K – 1979
2018
Q2 		$69K Buy
+500
New +$71.2K ﹤0.01% 1411

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CAM
Carret Asset Management New York $1.14B AUM 35.33% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Nisa Investment Advisors's PEN Position: Q2 2026 in Review

Nisa Investment Advisors increased its Penumbra (PEN) stake by 136% in Q2 2026, buying an estimated $52.2K and bringing the position to 279 shares worth $88.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Nisa Investment Advisors first reported a position in PEN in Q2 2018 and has held it in 25 quarters since. The position peaked at $204K in Q4 2021. 189 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Nisa Investment Advisors held 279 shares of Penumbra worth $88.1K as of Q2 2026.
  • Nisa Investment Advisors bought 161 Penumbra shares in Q2 2026, an estimated $52.2K.
  • Penumbra made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1610 holding.
  • Nisa Investment Advisors first reported a position in Penumbra in Q2 2018 and has held it in 25 quarters since.
  • Nisa Investment Advisors's Penumbra position peaked at $204K in Q4 2021.
  • 189 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.