Position in PEN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$306,697
+$103,673 QoQ
Shares Held
934
+43.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Focus Partners Wealth holds $351,020,098 across 38 Medical Devices names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,753,727 | $159,133,187 | |
| 2 | SYK |
Stryker Corp
|
184,736 | $58,162,282 | |
| 3 | GEHC |
GE HealthCare Technologies Inc.
|
813,268 | $52,057,284 | |
| 4 | MDT |
Medtronic plc
|
391,155 | $30,600,055 | |
| 5 | BSX |
Boston Scientific Corp
|
383,366 | $16,362,060 | |
| 6 | ITGR |
Integer Holdings Corp
|
67,575 | $6,314,883 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
66,322 | $5,709,660 | |
| 8 | STE |
STERIS plc
|
22,184 | $4,671,284 |
All Filings in PEN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $306,697 | 934 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $203,024 | 653 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $593,275 | 2,342 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $710,608 | 2,769 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $598,730 | 2,239 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,703,919 | 7,175 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $2,039,672 | 10,497 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||