Position in EW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$212,852
-$13,742 QoQ
Shares Held
2,658
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Evercore Wealth Management, LLC holds $22,545,052 across 7 Medical Devices names. EW ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
30,029 | $9,867,228 | |
| 2 | ABT |
Abbott Laboratories
|
87,823 | $9,016,786 | |
| 3 | MDT |
Medtronic plc
|
25,723 | $2,228,897 | |
| 4 | STE |
STERIS plc
|
3,696 | $817,296 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
|
3,174 | $286,993 | |
| 6 | EW |
Edwards Lifesciences Corp
This page
|
2,658 | $212,852 | |
| 7 | LAB |
Standard Biotools Inc.
|
125,000 | $115,000 |
All Filings in EW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,852 | 2,658 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $226,594 | 2,658 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $206,712 | 2,658 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $213,044 | 2,724 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $200,250 | 2,705 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $275,908 | 2,987 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $324,998 | 3,401 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $265,731 | 3,485 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $225,991 | 3,262 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $300,724 | 3,188 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $263,743 | 3,188 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $243,601 | 3,265 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $337,874 | 4,089 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $287,076 | 3,019 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $360,694 | 3,064 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $419,223 | 3,236 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $366,347 | 3,236 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $335,152 | 3,236 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $268,400 | 3,209 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $311,003 | 3,409 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $381,539 | 4,780 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $327,788 | 4,743 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $113,423 | 1,804 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||