Position in PEN
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$326,728
+$13,642 QoQ
Shares Held
995
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026EVOLVE PRIVATE WEALTH, LLC holds $7,331,758 across 14 Medical Devices names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
23,207 | $2,105,803 | |
| 2 | LIVN |
LivaNova PLC
|
10,576 | $869,664 | |
| 3 | BSX |
Boston Scientific Corp
|
13,789 | $588,514 | |
| 4 | TCMD |
Tactile Systems Technology Inc
|
18,752 | $558,434 | |
| 5 | PODD |
Insulet Corp
|
3,434 | $522,826 | |
| 6 | GMED |
Globus Medical Inc
|
5,258 | $415,434 | |
| 7 | MDT |
Medtronic plc
|
4,798 | $375,347 | |
| 8 | HAE |
Haemonetics Corp
|
4,739 | $355,425 |
All Filings in PEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $326,728 | 995 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $313,086 | 1,007 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||