Position in CTSO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$15,848
-$2,044 QoQ
Shares Held
28,000
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CTSO Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026EP Wealth Advisors, LLC holds $97,481,160 across 22 Medical Devices names. CTSO ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
216,387 | $71,102,604 | |
| 2 | ABT |
Abbott Laboratories
|
132,784 | $13,632,933 | |
| 3 | EW |
Edwards Lifesciences Corp
|
39,238 | $3,142,179 | |
| 4 | MDT |
Medtronic plc
|
29,447 | $2,551,582 | |
| 5 | BSX |
Boston Scientific Corp
|
24,757 | $1,553,501 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
17,348 | $1,234,830 | |
| 7 | LIVN |
LivaNova PLC
|
11,834 | $752,169 | |
| 8 | GMED |
Globus Medical Inc
|
8,393 | $723,140 |
All Filings in CTSO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,848 | 28,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,892 | 28,000 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $35,840 | 28,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $28,000 | 28,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,480 | 28,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $42,000 | 28,000 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $19,684 | 28,000 | Shares | Sole | 2024-08-19 | |
| No filing history on record for this holder in this stock. | ||||||