Position in EW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$34,985,857
+$6,670,290 QoQ
Shares Held
386,755
+9.4% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#129
of 1,315 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Derivatives in EW
reported options exposure · as of Dec 31, 2025CallValue
$255,750
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $752,130,012 across 62 Medical Devices names. EW ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
2,267,122 | $205,718,650 | |
| 2 | MDT |
Medtronic plc
|
2,621,206 | $205,056,945 | |
| 3 | SYK |
Stryker Corp
|
421,651 | $132,752,600 | |
| 4 | BSX |
Boston Scientific Corp
|
1,052,249 | $44,909,987 | |
| 5 | EW |
Edwards Lifesciences Corp
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|
386,755 | $34,985,857 | |
| 6 | DXCM |
Dexcom Inc
|
344,539 | $23,204,701 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
303,133 | $19,403,543 | |
| 8 | GMED |
Globus Medical Inc
|
192,805 | $15,233,523 |
All Filings in EW
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,985,857 | 386,755 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $28,315,567 | 353,591 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $255,750 | 3,000 | Call | Sole | 2026-02-11 | |
| 2025-12-31 | $19,934,433 | 233,835 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $233,310 | 3,000 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $16,876,789 | 217,009 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $391,050 | 5,000 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $23,837,078 | 304,783 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $23,508,960 | 324,351 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $19,372,170 | 261,680 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $15,868,021 | 240,461 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $29,775,561 | 322,351 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $30,715,277 | 321,424 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $23,480,043 | 307,935 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,932,328 | 302,141 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $27,842,537 | 295,161 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $22,323,615 | 269,837 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $19,539,314 | 261,886 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $21,595,846 | 261,356 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,528,655 | 257,952 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $32,598,904 | 276,919 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $36,968,258 | 285,359 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $29,822,683 | 263,428 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $24,313,264 | 234,752 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $19,488,370 | 233,003 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $21,426,095 | 234,858 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $16,160,357 | 202,460 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $13,144,030 | 190,190 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $10,476,137 | 55,541 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||