Position in PEN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,052
-$201 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#395
of 446 holders
Holding Since
Dec 2025
3 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $441,136 across 21 Medical Devices names. PEN ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
2,258 | $204,890 | |
| 2 | EW |
Edwards Lifesciences Corp
|
624 | $56,447 | |
| 3 | ZBH |
Zimmer Biomet Holdings, Inc.
|
386 | $33,230 | |
| 4 | STE |
STERIS plc
|
123 | $25,900 | |
| 5 | GMED |
Globus Medical Inc
|
319 | $25,204 | |
| 6 | DXCM |
Dexcom Inc
|
249 | $16,770 | |
| 7 | MDT |
Medtronic plc
|
195 | $15,254 | |
| 8 | PODD |
Insulet Corp
|
90 | $13,702 |
All Filings in PEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,052 | 16 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,253 | 16 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,974 | 16 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||