Position in PEN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$259,546
+$73,361 QoQ
Shares Held
822
+45.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#321
of 446 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Arax Advisory Partners holds $46,133,564 across 84 Medical Devices names. PEN ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
144,198 | $13,084,526 | |
| 2 | SYK |
Stryker Corp
|
17,775 | $5,596,281 | |
| 3 | MDT |
Medtronic plc
|
60,057 | $4,698,259 | |
| 4 | BSX |
Boston Scientific Corp
|
77,337 | $3,300,743 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
|
34,980 | $3,011,428 | |
| 6 | BRKR |
Bruker Corp
|
49,085 | $2,953,935 | |
| 7 | PODD |
Insulet Corp
|
14,292 | $2,175,957 | |
| 8 | DXCM |
Dexcom Inc
|
21,139 | $1,423,711 |
All Filings in PEN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,546 | 822 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $186,185 | 567 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $211,729 | 681 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $654,578 | 2,584 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,212 | 32 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $20,857 | 78 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $65,069 | 274 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $49,743 | 256 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $44,632 | 248 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||