Position in PEN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,473
+$1,832 QoQ
Shares Held
11
+120.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#403
of 446 holders
Holding Since
Mar 2025
4 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, 2026Clearstead Trust, LLC holds $4,143,408 across 13 Medical Devices names. PEN ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
9,286 | $2,923,604 | |
| 2 | ABT |
Abbott Laboratories
|
11,834 | $1,073,817 | |
| 3 | MDT |
Medtronic plc
|
996 | $77,917 | |
| 4 | EW |
Edwards Lifesciences Corp
|
187 | $16,916 | |
| 5 | STE |
STERIS plc
|
60 | $12,634 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
131 | $8,385 | |
| 7 | HAE |
Haemonetics Corp
|
100 | $7,500 | |
| 8 | DXCM |
Dexcom Inc
|
104 | $7,004 |
All Filings in PEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,473 | 11 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,641 | 5 | Shares | Sole | 2026-05-06 | |
| 2025-06-30 | $1,539 | 6 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,604 | 6 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||