Position in PEN
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,578
+$1,576 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#420
of 446 holders
Holding Since
Mar 2026
2 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, 2026CX Institutional holds $22,470,612 across 14 Medical Devices names. PEN ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
94,489 | $8,573,931 | |
| 2 | MDT |
Medtronic plc
|
97,525 | $7,629,380 | |
| 3 | SYK |
Stryker Corp
|
11,529 | $3,629,790 | |
| 4 | EW |
Edwards Lifesciences Corp
|
5,897 | $533,442 | |
| 5 | BSX |
Boston Scientific Corp
|
11,407 | $486,850 | |
| 6 | PODD |
Insulet Corp
|
2,132 | $324,597 | |
| 7 | DXCM |
Dexcom Inc
|
4,572 | $307,924 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
2,999 | $258,183 |
All Filings in PEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,578 | 5 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $2 | 5 | Shares | Sole | 2026-04-06 | |
| No filing history on record for this holder in this stock. | ||||||