Position in EW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$306,930
+$75,179 QoQ
Shares Held
3,393
+17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#887
of 1,315 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,436,291 across 8 Medical Devices names. EW ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
1,958 | $616,456 | |
| 2 | EW |
Edwards Lifesciences Corp
This page
|
3,393 | $306,930 | |
| 3 | ABT |
Abbott Laboratories
|
3,173 | $287,918 | |
| 4 | ZBH |
Zimmer Biomet Holdings, Inc.
|
778 | $66,978 | |
| 5 | MDT |
Medtronic plc
|
721 | $56,403 | |
| 6 | BSX |
Boston Scientific Corp
|
1,178 | $50,277 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
776 | $49,671 | |
| 8 | VREX |
Varex Imaging Corp
|
159 | $1,658 |
All Filings in EW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,930 | 3,393 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $231,751 | 2,894 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $281,666 | 3,304 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $246,997 | 3,176 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $233,300 | 2,983 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $204,900 | 2,827 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $190,553 | 2,574 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $222,518 | 3,372 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $69,000 | 747 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,102 | 22 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,853 | 103 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,720 | 97 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,075 | 22 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||