Position in PEN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$203,261
-$183,948 QoQ
Shares Held
619
-57.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 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, 2026Atria Investments, Inc holds $37,398,407 across 20 Medical Devices names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
156,519 | $12,244,481 | |
| 2 | ABT |
Abbott Laboratories
|
84,367 | $7,655,461 | |
| 3 | SYK |
Stryker Corp
|
21,186 | $6,670,200 | |
| 4 | BSX |
Boston Scientific Corp
|
31,772 | $1,356,028 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
|
13,681 | $1,177,797 | |
| 6 | UFPT |
Ufp Technologies Inc
|
3,389 | $898,525 | |
| 7 | DXCM |
Dexcom Inc
|
12,923 | $870,364 | |
| 8 | STE |
STERIS plc
|
4,041 | $850,913 |
All Filings in PEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,261 | 619 | Shares | Sole | 2026-05-05 | |
| 2025-03-31 | $387,209 | 1,448 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $221,331 | 932 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||