Position in PEN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$222,919
+$219,297 QoQ
Shares Held
706
+5330.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#327
of 444 holders
Holding Since
Mar 2020
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, 2026Ellevest, Inc. holds $3,624,345 across 8 Medical Devices names. PEN ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
9,010 | $817,567 | |
| 2 | SYK |
Stryker Corp
|
2,182 | $686,980 | |
| 3 | EW |
Edwards Lifesciences Corp
|
6,873 | $621,731 | |
| 4 | BSX |
Boston Scientific Corp
|
13,811 | $589,453 | |
| 5 | MDT |
Medtronic plc
|
5,417 | $423,771 | |
| 6 | PEN |
Penumbra Inc
This page
|
706 | $222,919 | |
| 7 | PHG |
Koninklijke Philips NV
|
7,691 | $209,118 | |
| 8 | TMCI |
Treace Medical Concepts, Inc.
|
13,268 | $52,806 |
All Filings in PEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,919 | 706 | Shares | Sole | 2026-08-10 | |
| 2023-03-31 | $3,622 | 13 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $21,356 | 96 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $18,201 | 96 | Shares | Sole | 2022-11-02 | |
| 2020-03-31 | $1,774 | 11 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||