Position in PEN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$831,054
+$65,296 QoQ
Shares Held
2,632
+12.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#252
of 446 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Ethic Inc. holds $81,465,232 across 16 Medical Devices names. PEN ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
256,457 | $23,270,908 | |
| 2 | SYK |
Stryker Corp
|
57,533 | $18,113,689 | |
| 3 | MDT |
Medtronic plc
|
158,467 | $12,396,873 | |
| 4 | BSX |
Boston Scientific Corp
|
208,937 | $8,917,431 | |
| 5 | EW |
Edwards Lifesciences Corp
|
61,470 | $5,560,576 | |
| 6 | STE |
STERIS plc
|
16,796 | $3,536,733 | |
| 7 | PODD |
Insulet Corp
|
11,094 | $1,689,061 | |
| 8 | DXCM |
Dexcom Inc
|
23,572 | $1,587,574 |
All Filings in PEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $831,054 | 2,632 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $765,758 | 2,332 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $590,107 | 1,898 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||