Position in PEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,089,337
-$253,696 QoQ
Shares Held
3,450
-15.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#230
of 446 holders
Holding Since
Mar 2023
14 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, 2026Creative Planning holds $372,656,489 across 70 Medical Devices names. PEN ranks #29 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,307,637 | $118,654,981 | |
| 2 | SYK |
Stryker Corp
|
136,568 | $42,997,068 | |
| 3 | EW |
Edwards Lifesciences Corp
|
444,046 | $40,168,401 | |
| 4 | MDT |
Medtronic plc
|
457,500 | $35,790,224 | |
| 5 | BSX |
Boston Scientific Corp
|
510,100 | $21,771,067 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
116,228 | $10,006,068 | |
| 7 | ITGR |
Integer Holdings Corp
|
104,511 | $9,766,552 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
132,721 | $8,495,470 |
All Filings in PEN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,089,337 | 3,450 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,343,033 | 4,090 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,238,665 | 3,984 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,045,451 | 4,127 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $561,249 | 2,187 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $717,728 | 2,684 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $469,497 | 1,977 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $305,843 | 1,574 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $270,494 | 1,503 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $257,772 | 1,155 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $253,049 | 1,006 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $252,553 | 1,044 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $408,399 | 1,187 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $344,739 | 1,237 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||