Position in BIO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,749,692
+$969,440 QoQ
Shares Held
12,771
+28.0% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#109
of 397 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIO Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Creative Planning holds $372,656,489 across 70 Medical Devices names. BIO ranks #16 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,307,637 | $118,654,981 | |
| 2 | SYK |
Stryker Corp
|
136,568 | $42,997,068 | |
| 3 | EW |
Edwards Lifesciences Corp
|
444,046 | $40,168,401 | |
| 4 | MDT |
Medtronic plc
|
457,500 | $35,790,224 | |
| 5 | BSX |
Boston Scientific Corp
|
510,100 | $21,771,067 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
116,228 | $10,006,068 | |
| 7 | ITGR |
Integer Holdings Corp
|
104,511 | $9,766,552 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
132,721 | $8,495,470 |
All Filings in BIO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,749,692 | 12,771 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,780,252 | 9,974 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,045,012 | 3,449 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $961,176 | 3,428 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $674,972 | 2,797 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $555,073 | 2,279 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $716,479 | 2,181 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $546,034 | 1,632 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $420,315 | 1,539 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $679,633 | 1,965 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $615,751 | 1,907 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $551,295 | 1,538 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $534,938 | 1,411 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $709,428 | 1,481 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $571,025 | 1,358 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $594,007 | 1,424 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $582,615 | 1,177 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $608,851 | 1,081 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $816,015 | 1,080 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $805,626 | 1,080 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $681,658 | 1,058 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $616,292 | 1,079 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $352,095 | 604 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $281,441 | 546 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $242,450 | 537 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||