Position in PEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,496,654
-$1,373,954 QoQ
Shares Held
4,740
-45.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#212
of 445 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 12%
Shared 19%
None 69%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Cerity Partners LLC holds $520,630,891 across 57 Medical Devices names. PEN ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,799,915 | $163,324,286 | |
| 2 | SYK |
Stryker Corp
|
306,865 | $96,613,376 | |
| 3 | MDT |
Medtronic plc
|
788,907 | $61,716,193 | |
| 4 | BSX |
Boston Scientific Corp
|
1,250,901 | $53,388,453 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
345,513 | $22,116,286 | |
| 6 | EW |
Edwards Lifesciences Corp
|
239,546 | $21,669,329 | |
| 7 | STE |
STERIS plc
|
94,631 | $19,926,448 | |
| 8 | ATEC |
Alphatec Holdings, Inc.
|
1,881,945 | $16,278,823 |
All Filings in PEN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,496,654 | 4,740 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,870,608 | 8,742 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,221,451 | 7,145 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $2,497,228 | 9,858 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,573,998 | 10,030 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,193,029 | 8,201 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,424,642 | 5,999 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $701,847 | 3,612 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $545,129 | 3,029 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||