Position in EW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$40,168,401
+$5,240,148 QoQ
Shares Held
444,046
+1.8% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#122
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, 2026Creative Planning holds $372,656,489 across 70 Medical Devices names. EW ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,307,637 | $118,654,981 | |
| 2 | SYK |
Stryker Corp
|
136,568 | $42,997,068 | |
| 3 | EW |
Edwards Lifesciences Corp
This page
|
444,046 | $40,168,401 | |
| 4 | MDT |
Medtronic plc
|
457,500 | $35,790,224 | |
| 5 | BSX |
Boston Scientific Corp
|
510,100 | $21,771,067 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
116,228 | $10,006,068 | |
| 7 | ITGR |
Integer Holdings Corp
|
104,511 | $9,766,552 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
132,721 | $8,495,470 |
All Filings in EW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,168,401 | 444,046 | Shares | Defined | 2026-08-13 | |
| 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 | $6,788,241 | 35,989 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||