Position in CERS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$279,441
+$127,697 QoQ
Shares Held
95,699
+14.8% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 186 holders
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CERS 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. CERS ranks #45 (0.1% 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 CERS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,441 | 95,699 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $151,744 | 83,376 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $73,158 | 35,514 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,349 | 14,056 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $26,675 | 17,322 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $43,167 | 24,809 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $28,860 | 16,398 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $31,043 | 16,425 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $25,538 | 10,382 | Shares | Defined | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||