Position in PEN
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$286,995
New position
Shares Held
874
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Devices
Healthcare · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $72,437,871 across 23 Medical Devices names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
388,898 | $35,288,604 | |
| 2 | STE |
STERIS plc
|
30,305 | $6,381,323 | |
| 3 | GMED |
Globus Medical Inc
|
80,753 | $6,380,294 | |
| 4 | ZBH |
Zimmer Biomet Holdings, Inc.
|
61,450 | $5,290,230 | |
| 5 | SYK |
Stryker Corp
|
12,466 | $3,924,795 | |
| 6 | MDT |
Medtronic plc
|
43,829 | $3,428,742 | |
| 7 | EW |
Edwards Lifesciences Corp
|
33,152 | $2,998,929 | |
| 8 | BSX |
Boston Scientific Corp
|
49,355 | $2,106,471 |
All Filings in PEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,995 | 874 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||