UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in EW — Edwards Lifesciences Corp

CIK 1463217 IRVING, TX

Back to EW Full portfolio

Position in EW

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,806,667

-$1,492,548 QoQ

Shares Held

19,972

-51.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#492

of 1,315 holders

Holding Since

Mar 2020

26 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, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $79,548,568 across 13 Medical Devices names. EW ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc	527,850	$41,293,705
2	ABT	Abbott Laboratories	190,899	$17,322,175
3	SYK	Stryker Corp	24,033	$7,566,549
4	STE	STERIS plc	25,242	$5,315,207
5	EW	Edwards Lifesciences Corp This page	19,972	$1,806,667
6	BSX	Boston Scientific Corp	40,446	$1,726,235
7	DXCM	Dexcom Inc	19,104	$1,286,654
8	PODD	Insulet Corp	8,086	$1,231,093

All Filings in EW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,806,667	19,972	-51.5%	Shares	Defined	2026-08-17
2026-03-31	$3,299,215	41,199	+2.7%	Shares	Defined	2026-05-15
2025-12-31	$3,420,230	40,120	+4.3%	Shares	Defined	2026-02-17
2025-09-30	$2,991,111	38,461	+6.9%	Shares	Defined	2025-11-14
2025-06-30	$2,812,979	35,967	+15.1%	Shares	Defined	2025-08-11
2025-03-31	$2,265,724	31,260	+25.7%	Shares	Defined	2025-05-13
2024-12-31	$1,840,311	24,859	+64.8%	Shares	Defined	2025-02-13
2024-09-30	$995,129	15,080	-13.8%	Shares	Defined	2024-11-12
2024-06-30	$1,616,659	17,502	-40.4%	Shares	Defined	2024-08-14
2024-03-31	$2,807,743	29,382	-4.3%	Shares	Defined	2024-05-15
2023-12-31	$2,341,332	30,706	-13.8%	Shares	Defined	2024-02-14
2023-09-30	$2,467,684	35,619	-9.0%	Shares	Defined	2023-11-14
2023-06-30	$3,691,038	39,129	-3.5%	Shares	Defined	2023-08-14
2023-03-31	$3,353,377	40,534	+8.8%	Shares	Defined	2023-08-15
2022-12-31	$2,780,192	37,263	+149.0%	Shares	Defined	2023-02-15
2022-09-30	$1,236,805	14,968	-18.9%	Shares	Defined	2022-11-14
2022-06-30	$1,755,171	18,458	+15.1%	Shares	Defined	2022-08-11
2022-03-31	$1,887,993	16,038	-8.6%	Shares	Defined	2022-05-16
2021-12-31	$2,272,047	17,538	+0.3%	Shares	Defined	2022-02-14
2021-09-30	$1,979,250	17,483	-42.8%	Shares	Defined	2021-11-15
2021-06-30	$3,166,859	30,577	+3.2%	Shares	Defined	2021-08-13
2021-03-31	$2,478,085	29,628	-9.4%	Shares	Defined	2021-05-14
2020-12-31	$2,984,406	32,713	-7.2%	Shares	Defined	2021-02-17
2020-09-30	$2,814,293	35,258	-23.9%	Shares	Defined	2020-11-13
2020-06-30	$3,201,036	46,318	+31.7%	Shares	Defined	2020-08-13
2020-03-31	$6,634,893	35,176	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.