Position in PEN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,420
+$1,794 QoQ
Shares Held
14
+75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#397
of 445 holders
Holding Since
Sep 2025
4 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, 2026Transamerica Financial Advisors, LLC holds $1,526,882 across 46 Medical Devices names. PEN ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
8,888 | $695,308 | |
| 2 | ABT |
Abbott Laboratories
|
3,784 | $343,360 | |
| 3 | ZBH |
Zimmer Biomet Holdings, Inc.
|
1,480 | $127,413 | |
| 4 | SYK |
Stryker Corp
|
391 | $123,102 | |
| 5 | BSX |
Boston Scientific Corp
|
2,299 | $98,121 | |
| 6 | EW |
Edwards Lifesciences Corp
|
365 | $33,017 | |
| 7 | UFPT |
Ufp Technologies Inc
|
122 | $32,345 | |
| 8 | DXCM |
Dexcom Inc
|
326 | $21,956 |
All Filings in PEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,420 | 14 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,626 | 8 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,730 | 12 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $759 | 3 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||