Position in BIO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$124,784
+$10,218 QoQ
Shares Held
425
+3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#275
of 397 holders
Holding Since
Mar 2020
18 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, 2026Clearstead Advisors, LLC holds $27,208,696 across 73 Medical Devices names. BIO ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
149,825 | $13,595,120 | |
| 2 | SYK |
Stryker Corp
|
18,390 | $5,789,907 | |
| 3 | MDT |
Medtronic plc
|
45,296 | $3,543,506 | |
| 4 | ZBH |
Zimmer Biomet Holdings, Inc.
|
11,189 | $963,261 | |
| 5 | BSX |
Boston Scientific Corp
|
13,244 | $565,253 | |
| 6 | EW |
Edwards Lifesciences Corp
|
6,100 | $551,806 | |
| 7 | MYO |
Myomo, Inc.
|
425,609 | $442,633 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
6,199 | $396,797 |
All Filings in BIO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,784 | 425 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $114,566 | 411 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $908 | 3 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $730 | 3 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $22,667 | 69 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $67,585 | 202 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $55,168 | 202 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $44,271 | 128 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $35,517 | 110 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $43,014 | 120 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $70,895 | 187 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $57,482 | 120 | Shares | Sole | 2023-05-09 | |
| 2022-03-31 | $11,264 | 20 | Shares | Sole | 2022-05-04 | |
| 2021-06-30 | $1,932 | 3 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $12,824 | 22 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,340 | 22 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $9,932 | 22 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $7,712 | 22 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||