Position in EW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$939,879
+$66,767 QoQ
Shares Held
10,390
-4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#608
of 1,315 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $12,737,938 across 9 Medical Devices names. EW ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
43,514 | $3,948,460 | |
| 2 | MDT |
Medtronic plc
|
43,207 | $3,380,083 | |
| 3 | SYK |
Stryker Corp
|
9,201 | $2,896,842 | |
| 4 | EW |
Edwards Lifesciences Corp
This page
|
10,390 | $939,879 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
12,479 | $798,780 | |
| 6 | BSX |
Boston Scientific Corp
|
6,896 | $294,321 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
2,900 | $249,661 | |
| 8 | HAE |
Haemonetics Corp
|
2,903 | $217,725 |
All Filings in EW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,879 | 10,390 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $873,112 | 10,903 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $946,189 | 11,099 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $854,847 | 10,992 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $865,550 | 11,067 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $813,515 | 11,224 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $259,475 | 3,505 | Shares | Sole | 2025-01-31 | |
| 2024-06-30 | $273,045 | 2,956 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $262,981 | 2,752 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $223,717 | 2,934 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $205,553 | 2,967 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $279,877 | 2,967 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $251,830 | 3,044 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $233,529 | 3,130 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $272,596 | 3,299 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $334,811 | 3,521 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $396,010 | 3,364 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $413,782 | 3,194 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $348,686 | 3,080 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $320,031 | 3,090 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $274,255 | 3,279 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $279,437 | 3,063 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $827,015 | 10,361 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||