Position in PEN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$30,940
-$2,634 QoQ
Shares Held
98
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 446 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $5,749,494 across 82 Medical Devices names. PEN ranks #18 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
15,711 | $1,425,610 | |
| 2 | SYK |
Stryker Corp
|
1,962 | $617,712 | |
| 3 | MDT |
Medtronic plc
|
7,246 | $566,850 | |
| 4 | STE |
STERIS plc
|
2,650 | $558,006 | |
| 5 | BSX |
Boston Scientific Corp
|
9,651 | $411,898 | |
| 6 | EW |
Edwards Lifesciences Corp
|
3,308 | $299,236 | |
| 7 | DXCM |
Dexcom Inc
|
3,638 | $245,016 | |
| 8 | PODD |
Insulet Corp
|
1,508 | $229,590 |
All Filings in PEN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,940 | 98 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $33,574 | 108 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $40,783 | 161 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $69,801 | 272 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $23,529 | 88 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,534 | 57 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,496 | 18 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,877 | 16 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $2,263 | 9 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $483 | 2 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,376 | 4 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,114 | 4 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||