Position in PEN
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$277,471
+$7,604 QoQ
Shares Held
845
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Merit Financial Group, LLC holds $35,235,370 across 29 Medical Devices names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
25,858 | $8,141,126 | |
| 2 | ABT |
Abbott Laboratories
|
77,836 | $7,062,833 | |
| 3 | BSX |
Boston Scientific Corp
|
142,932 | $6,100,334 | |
| 4 | MDT |
Medtronic plc
|
64,678 | $5,059,754 | |
| 5 | EW |
Edwards Lifesciences Corp
|
14,863 | $1,344,503 | |
| 6 | PODD |
Insulet Corp
|
8,680 | $1,321,525 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
17,083 | $1,093,480 | |
| 8 | PHG |
Koninklijke Philips NV
|
33,359 | $907,028 |
All Filings in PEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,471 | 845 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $269,867 | 868 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $219,625 | 867 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $423,952 | 1,652 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $207,242 | 775 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||