Position in PEN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$35,364
+$33,394 QoQ
Shares Held
112
+1766.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#366
of 446 holders
Holding Since
Jun 2024
5 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, 2026ROTHSCHILD INVESTMENT LLC holds $30,044,358 across 80 Medical Devices names. PEN ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
39,507 | $12,438,383 | |
| 2 | ABT |
Abbott Laboratories
|
57,726 | $5,238,057 | |
| 3 | MDT |
Medtronic plc
|
42,647 | $3,336,274 | |
| 4 | BSX |
Boston Scientific Corp
|
50,129 | $2,139,505 | |
| 5 | EW |
Edwards Lifesciences Corp
|
15,018 | $1,358,528 | |
| 6 | STE |
STERIS plc
|
4,842 | $1,019,579 | |
| 7 | BRKR |
Bruker Corp
|
13,541 | $814,897 | |
| 8 | GMED |
Globus Medical Inc
|
9,420 | $744,274 |
All Filings in PEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,364 | 112 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,970 | 6 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,243 | 4 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $40,024 | 158 | Shares | Sole | 2025-11-07 | |
| 2024-06-30 | $11,698 | 65 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||