Position in EW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,410,522
+$268,343 QoQ
Shares Held
37,702
-3.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#382
of 1,320 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $97,925,250 across 20 Medical Devices names. EW ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
243,288 | $76,596,793 | |
| 2 | ABT |
Abbott Laboratories
|
79,164 | $7,183,341 | |
| 3 | EW |
Edwards Lifesciences Corp
This page
|
37,702 | $3,410,522 | |
| 4 | MDT |
Medtronic plc
|
31,445 | $2,459,942 | |
| 5 | BSX |
Boston Scientific Corp
|
40,819 | $1,742,154 | |
| 6 | TMDX |
TransMedics Group, Inc.
|
15,401 | $1,022,934 | |
| 7 | GMED |
Globus Medical Inc
|
11,993 | $947,566 | |
| 8 | LIVN |
LivaNova PLC
|
11,185 | $919,742 |
All Filings in EW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,410,522 | 37,702 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,142,179 | 39,238 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,783,224 | 44,378 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $3,447,183 | 44,076 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,179,763 | 30,074 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,261,098 | 30,543 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,336,957 | 20,260 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,920,464 | 20,791 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,991,183 | 20,837 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,586,305 | 20,804 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $2,808,264 | 40,535 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $2,499,745 | 26,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,200 | 10,000 | Shares | Sole | 2023-06-05 | |
| 2022-09-30 | $2,938,570 | 35,563 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $4,344,852 | 45,692 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,715,392 | 40,056 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $5,057,761 | 39,041 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $4,257,601 | 37,608 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $3,286,897 | 31,736 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $2,669,956 | 31,922 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,780,234 | 30,475 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $2,187,307 | 27,403 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,935,218 | 28,002 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||