Position in EW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$234,020
-$7,501 QoQ
Shares Held
2,587
-14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#962
of 1,310 holders
Holding Since
Mar 2023
9 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, 2026HBK Sorce Advisory LLC holds $4,801,529 across 8 Medical Devices names. EW ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
18,404 | $1,669,978 | |
| 2 | MDT |
Medtronic plc
|
12,001 | $938,838 | |
| 3 | STE |
STERIS plc
|
3,445 | $725,413 | |
| 4 | SYK |
Stryker Corp
|
1,291 | $406,458 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
6,292 | $402,750 | |
| 6 | BSX |
Boston Scientific Corp
|
8,430 | $359,792 | |
| 7 | EW |
Edwards Lifesciences Corp
This page
|
2,587 | $234,020 | |
| 8 | TMCI |
Treace Medical Concepts, Inc.
|
16,151 | $64,280 |
All Filings in EW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,020 | 2,587 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $241,521 | 3,016 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $249,015 | 2,921 | Shares | Sole | 2026-02-09 | |
| 2024-06-30 | $797,892 | 8,638 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $837,201 | 8,761 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $733,830 | 9,624 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $658,991 | 9,512 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $898,021 | 9,520 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $788,582 | 9,532 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||