Position in PEN
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$394,044
-$97,504 QoQ
Shares Held
1,200
-24.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026Legacy Wealth Asset Management, LLC holds $8,458,230 across 11 Medical Devices names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHG |
Koninklijke Philips NV
|
81,715 | $2,221,830 | |
| 2 | MDT |
Medtronic plc
|
23,784 | $1,860,622 | |
| 3 | BSX |
Boston Scientific Corp
|
23,779 | $1,014,887 | |
| 4 | EW |
Edwards Lifesciences Corp
|
10,214 | $923,958 | |
| 5 | ABT |
Abbott Laboratories
|
5,956 | $540,447 | |
| 6 | SNN |
Smith & Nephew PLC
|
18,646 | $537,191 | |
| 7 | ELMD |
Electromed, Inc.
|
8,550 | $361,665 | |
| 8 | BRKR |
Bruker Corp
|
5,594 | $336,646 |
All Filings in PEN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $394,044 | 1,200 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $491,548 | 1,581 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $382,766 | 1,511 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $388,537 | 1,514 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $403,254 | 1,508 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $372,606 | 1,569 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $336,350 | 1,731 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $299,830 | 1,666 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||