Position in PEN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,315
-$252 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#390
of 446 holders
Holding Since
Jun 2023
13 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, 2026Key Financial Inc holds $2,229,337 across 16 Medical Devices names. PEN ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
18,615 | $1,689,125 | |
| 2 | SYK |
Stryker Corp
|
478 | $150,493 | |
| 3 | STE |
STERIS plc
|
485 | $102,126 | |
| 4 | EW |
Edwards Lifesciences Corp
|
1,067 | $96,520 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
1,139 | $72,907 | |
| 6 | BSX |
Boston Scientific Corp
|
939 | $40,076 | |
| 7 | IRMD |
Iradimed Corp
|
225 | $21,501 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
227 | $19,541 |
All Filings in PEN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,315 | 20 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,567 | 20 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,218 | 20 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,066 | 20 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,132 | 20 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,348 | 20 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,749 | 20 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,886 | 20 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,599 | 20 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,463 | 20 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,030 | 20 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,838 | 20 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,881 | 20 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||