Position in EW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$34,928,253
-$3,531 QoQ
Shares Held
436,167
+6.4% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.21184546286170206.ToString("F0")%
Shared 0.ToString("F0")%
None 99.7881545371383.ToString("F0")%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Creative Planning holds $341,583,872 across 64 Medical Devices names. EW ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,151,073 | $118,180,664 | |
| 2 | SYK |
Stryker Corp
|
121,172 | $39,815,907 | |
| 3 | EW |
Edwards Lifesciences Corp
This page
|
436,167 | $34,928,253 | |
| 4 | MDT |
Medtronic plc
|
337,132 | $29,212,487 | |
| 5 | BSX |
Boston Scientific Corp
|
397,852 | $24,965,212 | |
| 6 | STE |
STERIS plc
|
38,613 | $8,538,492 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
119,668 | $8,517,967 | |
| 8 | ITGR |
Integer Holdings Corp
|
91,899 | $8,087,112 |
All Filings in EW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,928,253 | 436,167 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $34,931,784 | 409,757 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,577,730 | 406,040 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $30,455,676 | 389,409 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $27,112,811 | 374,073 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,963,946 | 364,230 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $25,381,666 | 384,629 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $35,979,770 | 389,518 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $37,139,489 | 388,651 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $16,121,918 | 211,435 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,475,608 | 165,641 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $16,122,882 | 170,920 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $13,391,338 | 161,868 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,715,262 | 157,020 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,269,728 | 148,490 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,316,593 | 140,042 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,199,331 | 137,609 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,665,186 | 120,920 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $13,263,910 | 117,162 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $12,275,944 | 118,528 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $10,091,416 | 120,653 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $11,159,253 | 122,320 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $9,232,939 | 115,672 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,538,035 | 109,073 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,262,747 | 35,989 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||