Position in PEN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,917,234
-$536,018 QoQ
Shares Held
6,072
-18.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#200
of 446 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $285,022,590 across 57 Medical Devices names. PEN ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,164,059 | $105,626,713 | |
| 2 | MDT |
Medtronic plc
|
921,461 | $72,085,894 | |
| 3 | SYK |
Stryker Corp
|
135,035 | $42,514,419 | |
| 4 | BSX |
Boston Scientific Corp
|
249,780 | $10,660,610 | |
| 5 | EW |
Edwards Lifesciences Corp
|
89,705 | $8,114,714 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
74,825 | $6,441,684 | |
| 7 | STE |
STERIS plc
|
28,195 | $5,937,021 | |
| 8 | DXCM |
Dexcom Inc
|
77,644 | $5,229,323 |
All Filings in PEN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,917,234 | 6,072 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,453,252 | 7,471 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,158,139 | 3,725 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $988,454 | 3,902 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,282,893 | 4,999 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $869,349 | 3,251 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $739,750 | 3,115 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $346,454 | 1,783 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $233,061 | 1,295 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||