Position in CATX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$298,004
+$186,863 QoQ
Shares Held
71,464
+76.8% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Creative Planning holds $341,583,872 across 64 Medical Devices names. CATX ranks #45 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,151,073 | $118,180,664 | |
| 2 | SYK |
Stryker Corp
|
121,172 | $39,815,907 | |
| 3 | EW |
Edwards Lifesciences Corp
|
436,167 | $34,928,253 | |
| 4 | MDT |
Medtronic plc
|
337,132 | $29,212,487 | |
| 5 | BSX |
Boston Scientific Corp
|
397,852 | $24,965,212 | |
| 6 | STE |
STERIS plc
|
38,613 | $8,538,492 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
119,668 | $8,517,967 | |
| 8 | ITGR |
Integer Holdings Corp
|
91,899 | $8,087,112 |
All Filings in CATX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||