Position in PEN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$866,102
-$2,231,740 QoQ
Shares Held
2,743
-70.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 446 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $752,130,012 across 62 Medical Devices names. PEN ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
2,267,122 | $205,718,650 | |
| 2 | MDT |
Medtronic plc
|
2,621,206 | $205,056,945 | |
| 3 | SYK |
Stryker Corp
|
421,651 | $132,752,600 | |
| 4 | BSX |
Boston Scientific Corp
|
1,052,249 | $44,909,987 | |
| 5 | EW |
Edwards Lifesciences Corp
|
386,755 | $34,985,857 | |
| 6 | DXCM |
Dexcom Inc
|
344,539 | $23,204,701 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
303,133 | $19,403,543 | |
| 8 | GMED |
Globus Medical Inc
|
192,805 | $15,233,523 |
All Filings in PEN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $866,102 | 2,743 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,097,842 | 9,434 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,570,179 | 11,483 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,134,328 | 12,373 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,309,848 | 28,484 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,794,353 | 25,408 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,252,735 | 9,486 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,771,718 | 9,118 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,191,674 | 12,178 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,506,534 | 11,231 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,602,812 | 6,372 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $690,169 | 2,853 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $728,375 | 2,117 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||