Position in EW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$57,984
+$1,688 QoQ
Shares Held
641
-8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,085
of 1,310 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $2,087,929 across 12 Medical Devices names. EW ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
3,960 | $1,246,766 | |
| 2 | ABT |
Abbott Laboratories
|
4,449 | $403,702 | |
| 3 | MDT |
Medtronic plc
|
2,179 | $170,462 | |
| 4 | GEHC |
GE HealthCare Technologies Inc.
|
1,569 | $100,431 | |
| 5 | EW |
Edwards Lifesciences Corp
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|
641 | $57,984 | |
| 6 | HAE |
Haemonetics Corp
|
500 | $37,500 | |
| 7 | BSX |
Boston Scientific Corp
|
583 | $24,882 | |
| 8 | CNMD |
CONMED Corp
|
600 | $19,638 |
All Filings in EW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,984 | 641 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $56,296 | 703 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $54,645 | 641 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $49,850 | 641 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||