Position in PEN
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$319,830
+$21,358 QoQ
Shares Held
974
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $6,634,101 across 12 Medical Devices names. PEN ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
12,664 | $1,097,331 | |
| 2 | SYK |
Stryker Corp
|
2,964 | $973,936 | |
| 3 | ABT |
Abbott Laboratories
|
8,867 | $910,371 | |
| 4 | BSX |
Boston Scientific Corp
|
14,122 | $886,153 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
11,706 | $833,230 | |
| 6 | EW |
Edwards Lifesciences Corp
|
6,329 | $506,824 | |
| 7 | PEN |
Penumbra Inc
This page
|
974 | $319,830 | |
| 8 | ITGR |
Integer Holdings Corp
|
3,395 | $298,760 |
All Filings in PEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $319,830 | 974 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $298,472 | 960 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||