Position in EW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$16,180,399
+$1,805,719 QoQ
Shares Held
178,868
-0.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#201
of 1,310 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Welch & Forbes LLC holds $238,026,632 across 7 Medical Devices names. EW ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
519,496 | $163,558,120 | |
| 2 | ABT |
Abbott Laboratories
|
595,129 | $54,002,005 | |
| 3 | EW |
Edwards Lifesciences Corp
This page
|
178,868 | $16,180,399 | |
| 4 | MDT |
Medtronic plc
|
34,073 | $2,665,530 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
9,517 | $609,183 | |
| 6 | STE |
STERIS plc
|
2,707 | $570,012 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
5,127 | $441,383 |
All Filings in EW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,180,399 | 178,868 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $14,374,680 | 179,504 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $15,487,452 | 181,671 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,202,668 | 182,624 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $14,532,121 | 185,809 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $15,456,142 | 213,247 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $17,301,921 | 233,715 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $16,174,874 | 245,111 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $22,715,722 | 245,921 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $23,523,718 | 246,167 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $19,628,961 | 257,429 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $18,364,603 | 265,078 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $25,640,969 | 271,822 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $22,576,768 | 272,897 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $20,343,834 | 272,669 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $22,926,602 | 277,461 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $26,247,977 | 276,033 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $29,022,217 | 246,536 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $31,360,945 | 242,076 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $27,784,677 | 245,426 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $25,386,146 | 245,111 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $20,634,740 | 246,709 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $22,960,401 | 251,676 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $20,176,819 | 252,779 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $17,666,796 | 255,633 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $16,463,122 | 87,282 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||