EVERGREEN CAPITAL MANAGEMENT LLC
Position in EW — Edwards Lifesciences Corp
CIK 1260824
Bellevue, WA
Position in EW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$538,779
-$66,785 QoQ
Shares Held
5,956
-21.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#740
of 1,315 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 6%
Shared 94%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $11,225,525 across 18 Medical Devices names. EW ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
8,735 | $2,750,127 | |
| 2 | ABT |
Abbott Laboratories
|
19,762 | $1,793,203 | |
| 3 | GKOS |
GLAUKOS Corp
|
4,956 | $692,650 | |
| 4 | MDT |
Medtronic plc
|
8,756 | $684,981 | |
| 5 | PEN |
Penumbra Inc
|
2,143 | $676,652 | |
| 6 | PHG |
Koninklijke Philips NV
|
20,336 | $552,935 | |
| 7 | EW |
Edwards Lifesciences Corp
This page
|
5,956 | $538,779 | |
| 8 | PODD |
Insulet Corp
|
3,202 | $487,504 |
All Filings in EW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,779 | 5,956 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $605,564 | 7,562 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $724,453 | 8,498 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $381,772 | 4,909 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $294,538 | 3,766 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $272,596 | 3,761 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $231,861 | 3,132 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $295,818 | 3,136 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $242,481 | 2,931 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $202,443 | 2,450 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $455,100 | 4,786 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $733,748 | 6,233 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $840,261 | 6,486 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $703,826 | 6,217 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $574,088 | 5,543 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $423,803 | 5,067 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $438,542 | 4,807 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $373,956 | 4,685 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $313,828 | 4,541 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $274,441 | 1,455 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||