Position in PEN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,730,842
+$649,430 QoQ
Shares Held
21,317
+15.1% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#117
of 446 holders
Holding Since
Jun 2023
10 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 Jun 30, 2026New York Life Investment Management LLC holds $76,953,239 across 11 Medical Devices names. PEN ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
242,521 | $22,006,355 | |
| 2 | SYK |
Stryker Corp
|
51,451 | $16,198,832 | |
| 3 | BSX |
Boston Scientific Corp
|
221,348 | $9,447,132 | |
| 4 | EW |
Edwards Lifesciences Corp
|
85,965 | $7,776,393 | |
| 5 | PEN |
Penumbra Inc
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|
21,317 | $6,730,842 | |
| 6 | DXCM |
Dexcom Inc
|
65,799 | $4,431,562 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
63,183 | $4,044,343 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
28,867 | $2,485,160 |
All Filings in PEN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,730,842 | 21,317 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,081,412 | 18,520 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $998,953 | 3,213 | Shares | Sole | 2026-02-05 | |
| 2024-12-31 | $975,567 | 4,108 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $865,456 | 4,454 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $844,599 | 4,693 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $953,871 | 4,274 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,096,211 | 4,358 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $985,541 | 4,074 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $673,669 | 1,958 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||