Position in EW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,536,211
-$508,116 QoQ
Shares Held
56,646
-4.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $174,771,393 across 43 Medical Devices names. EW ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STE |
STERIS plc
|
210,675 | $46,586,562 | |
| 2 | ABT |
Abbott Laboratories
|
451,752 | $46,381,377 | |
| 3 | SYK |
Stryker Corp
|
76,454 | $25,122,019 | |
| 4 | MDT |
Medtronic plc
|
231,208 | $20,034,173 | |
| 5 | BSX |
Boston Scientific Corp
|
90,594 | $5,684,773 | |
| 6 | EW |
Edwards Lifesciences Corp
This page
|
56,646 | $4,536,211 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
51,091 | $3,636,657 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
35,597 | $3,218,680 |
All Filings in EW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,536,211 | 56,646 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,044,327 | 59,171 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,514,470 | 58,049 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,993,715 | 51,064 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,639,148 | 50,209 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,679,513 | 49,703 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,933,585 | 44,455 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,570,837 | 49,484 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,932,233 | 51,614 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,648,886 | 60,969 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,573,657 | 66,017 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,711,689 | 49,949 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,422,911 | 53,462 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,824,433 | 51,259 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,126,211 | 49,936 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $3,709,080 | 39,006 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $4,676,309 | 39,724 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,184,727 | 24,583 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,247,218 | 19,850 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,061,353 | 19,903 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,720,976 | 32,532 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,765,672 | 52,238 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,985,108 | 37,398 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $26,974,807 | 390,317 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,196,792 | 130,370 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||