Position in PEN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$809,760
+$403,090 QoQ
Shares Held
2,466
+88.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $11,029,250 across 8 Medical Devices names. PEN ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
45,692 | $4,691,197 | |
| 2 | SYK |
Stryker Corp
|
6,218 | $2,043,172 | |
| 3 | BSX |
Boston Scientific Corp
|
22,180 | $1,391,795 | |
| 4 | EW |
Edwards Lifesciences Corp
|
11,173 | $894,733 | |
| 5 | MDT |
Medtronic plc
|
9,902 | $858,008 | |
| 6 | PEN |
Penumbra Inc
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|
2,466 | $809,760 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
3,396 | $241,727 | |
| 8 | CATX |
Perspective Therapeutics, Inc.
|
23,707 | $98,858 |
All Filings in PEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $809,760 | 2,466 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $406,670 | 1,308 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $332,609 | 1,313 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $338,238 | 1,318 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||