Corient Private Wealth LLC

Position in PEN — Penumbra Inc

CIK 1948780 MIAMI, FL

Position in PEN

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$514,041

+$20,173 QoQ

Shares Held

1,628

+8.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#279

of 446 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Healthcare · as of Jun 30, 2026

Corient Private Wealth LLC holds $670,186,303 across 41 Medical Devices names. PEN ranks #27 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	1,748,739	$323,032,268
2	ABT	Abbott Laboratories	4,940,219	$173,667,874
3	MDT	Medtronic plc	565,921	$44,271,998
4	EW	Edwards Lifesciences Corp	760,595	$24,070,827
5	GMED	Globus Medical Inc	219,248	$17,322,784
6	PODD	Insulet Corp	89,892	$13,686,057
7	BSX	Boston Scientific Corp	287,815	$11,241,532
8	DXCM	Dexcom Inc	124,723	$8,400,094

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$514,041	1,628	+8.2%	Shares	Sole	2026-08-17
2026-03-31	$493,868	1,504	+5.2%	Shares	Sole	2026-05-15
2025-12-31	$444,290	1,429	-44.5%	Shares	Sole	2026-03-09
2025-09-30	$652,045	2,574	+10.2%	Shares	Sole	2025-11-14
2025-06-30	$599,230	2,335	+4.1%	Shares	Sole	2025-09-26
2025-03-31	$599,800	2,243	+32.3%	Shares	Sole	2025-05-14
2024-12-31	$402,528	1,695	+3.7%	Shares	Sole	2025-02-10
2024-09-30	$317,502	1,634	-42.9%	Shares	Sole	2024-11-12
2024-06-30	$515,074	2,862	+0.0%	Shares	Sole	2024-08-13
2024-03-31	$638,517	2,861	-23.0%	Shares	Sole	2024-05-09
2023-12-31	$934,470	3,715	+50.6%	Shares	Sole	2024-02-09
2023-09-30	$596,549	2,466	-78.4%	Shares	Other	2023-11-03
2023-06-30	$3,924,347	11,406	+1.7%	Shares	Other	2023-08-10
2023-03-31	$3,125,229	11,214	+19.4%	Shares	Other	2023-05-15
2022-12-31	$2,089,344	9,392	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.