Position in PEN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,683
+$4,042 QoQ
Shares Held
18
+260.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#392
of 446 holders
Holding Since
Dec 2020
16 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $16,563,016 across 20 Medical Devices names. PEN ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
133,648 | $10,455,283 | |
| 2 | ABT |
Abbott Laboratories
|
28,456 | $2,582,097 | |
| 3 | SYK |
Stryker Corp
|
6,596 | $2,076,684 | |
| 4 | BSX |
Boston Scientific Corp
|
17,691 | $755,051 | |
| 5 | EW |
Edwards Lifesciences Corp
|
2,320 | $209,867 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
2,877 | $184,156 | |
| 7 | DXCM |
Dexcom Inc
|
1,732 | $116,650 | |
| 8 | PHG |
Koninklijke Philips NV
|
2,083 | $56,636 |
All Filings in PEN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,683 | 18 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,641 | 5 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,109 | 10 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,533 | 10 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $3,079 | 12 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $5,615 | 21 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $949 | 4 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $777 | 4 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $719 | 4 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $892 | 4 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $2,443 | 11 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $3,735 | 13 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,931 | 11 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $3,014 | 11 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,976 | 11 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,925 | 11 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||