Position in PEN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,736
-$5,443 QoQ
Shares Held
15
-51.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#395
of 445 holders
Holding Since
Dec 2020
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, 2026Pinnacle Wealth Planning Services, Inc. holds $4,831,066 across 41 Medical Devices names. PEN ranks #36 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
10,601 | $961,934 | |
| 2 | STE |
STERIS plc
|
3,049 | $642,027 | |
| 3 | MDT |
Medtronic plc
|
6,514 | $509,590 | |
| 4 | PHG |
Koninklijke Philips NV
|
13,996 | $380,551 | |
| 5 | BSX |
Boston Scientific Corp
|
8,875 | $378,785 | |
| 6 | SYK |
Stryker Corp
|
1,111 | $349,787 | |
| 7 | SNN |
Smith & Nephew PLC
|
8,893 | $256,207 | |
| 8 | GKOS |
GLAUKOS Corp
|
1,348 | $188,396 |
All Filings in PEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,736 | 15 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,179 | 31 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,663 | 15 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $2,625 | 15 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||