Position in EW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,689,326
-$89,142 QoQ
Shares Held
33,583
+3.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 2.8853884405800554.ToString("F0")%
Shared 0.ToString("F0")%
None 97.11461155941996.ToString("F0")%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Waverly Advisors, LLC holds $68,136,624 across 14 Medical Devices names. EW ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
45,828 | $15,058,622 | |
| 2 | ABT |
Abbott Laboratories
|
128,054 | $13,147,304 | |
| 3 | BSX |
Boston Scientific Corp
|
162,989 | $10,227,559 | |
| 4 | MDT |
Medtronic plc
|
106,239 | $9,205,609 | |
| 5 | STE |
STERIS plc
|
34,788 | $7,692,670 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
49,061 | $3,492,161 | |
| 7 | DXCM |
Dexcom Inc
|
54,733 | $3,437,232 | |
| 8 | EW |
Edwards Lifesciences Corp
This page
|
33,583 | $2,689,326 |
All Filings in EW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,689,326 | 33,583 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,778,468 | 32,592 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,819,351 | 23,394 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,743,535 | 22,293 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,754,668 | 24,209 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,281,755 | 17,314 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $353,112 | 5,351 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $483,833 | 5,238 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $498,249 | 5,214 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $256,581 | 3,365 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $250,446 | 3,615 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $340,719 | 3,612 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $280,950 | 3,396 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $234,722 | 3,146 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $250,616 | 3,033 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $258,359 | 2,717 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $210,718 | 1,790 | Shares | Other | 2022-05-17 | |
| 2021-09-30 | $327,629 | 2,894 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $253,642 | 2,449 | Shares | Other | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||