Position in BVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$109,352
+$4,303 QoQ
Shares Held
11,584
+0.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#113
of 155 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BVS Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $43,109,610 across 18 Medical Devices names. BVS ranks #17 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
182,055 | $16,519,670 | |
| 2 | MDT |
Medtronic plc
|
98,948 | $7,740,702 | |
| 3 | SYK |
Stryker Corp
|
17,817 | $5,609,504 | |
| 4 | EW |
Edwards Lifesciences Corp
|
28,155 | $2,546,901 | |
| 5 | BSX |
Boston Scientific Corp
|
58,212 | $2,484,488 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
18,538 | $1,595,936 | |
| 7 | GMED |
Globus Medical Inc
|
15,185 | $1,199,766 | |
| 8 | TMDX |
TransMedics Group, Inc.
|
15,062 | $1,000,418 |
All Filings in BVS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,352 | 11,584 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $105,049 | 11,506 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $82,152 | 11,042 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $72,499 | 10,837 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $96,111 | 10,504 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $110,292 | 10,504 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $125,522 | 10,504 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $60,398 | 10,504 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||