Position in EW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$28,315,567
+$8,381,134 QoQ
Shares Held
353,591
+51.2% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 21.348676861119202.ToString("F0")%
Shared 0.ToString("F0")%
None 78.6513231388808.ToString("F0")%
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 Mar 31, 2026LPL Financial LLC holds $752,562,764 across 67 Medical Devices names. EW ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
2,162,331 | $222,006,523 | |
| 2 | MDT |
Medtronic plc
|
2,004,859 | $173,721,032 | |
| 3 | SYK |
Stryker Corp
|
402,176 | $132,151,011 | |
| 4 | BSX |
Boston Scientific Corp
|
848,038 | $53,214,384 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
436,407 | $31,063,450 | |
| 6 | EW |
Edwards Lifesciences Corp
This page
|
353,591 | $28,315,567 | |
| 7 | DXCM |
Dexcom Inc
|
365,365 | $22,944,922 | |
| 8 | GMED |
Globus Medical Inc
|
135,574 | $11,681,055 |
All Filings in EW
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $3,492,045 | 55,541 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||