Position in CATX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$159,864
-$138,140 QoQ
Shares Held
46,881
-34.4% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 130 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CATX Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Creative Planning holds $376,849,771 across 72 Medical Devices names. CATX ranks #52 (0.0% 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 CATX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,864 | 46,881 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $298,004 | 71,464 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $111,141 | 40,415 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $143,308 | 41,781 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $144,400 | 41,977 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $85,689 | 40,230 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $128,429 | 40,260 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $549,686 | 41,175 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $174,674 | 17,520 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $218,365 | 183,500 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $34,965 | 129,500 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $90,115 | 134,500 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $82,880 | 129,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $32,375 | 129,500 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $40,145 | 129,500 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $72,135 | 114,500 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $91,600 | 114,500 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $124,914 | 114,600 | Shares | Sole | 2021-04-30 | |
| 2020-09-30 | $58,455 | 100,785 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $12,320 | 22,000 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $11,660 | 22,000 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||