Position in EW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,841,619
+$152,293 QoQ
Shares Held
31,413
-6.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#413
of 1,320 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Waverly Advisors, LLC holds $63,053,306 across 13 Medical Devices names. EW ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
43,388 | $13,660,277 | |
| 2 | ABT |
Abbott Laboratories
|
137,186 | $12,448,257 | |
| 3 | MDT |
Medtronic plc
|
116,780 | $9,135,699 | |
| 4 | BSX |
Boston Scientific Corp
|
164,689 | $7,028,926 | |
| 5 | STE |
STERIS plc
|
32,456 | $6,834,259 | |
| 6 | DXCM |
Dexcom Inc
|
64,920 | $4,372,362 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
55,905 | $3,578,478 | |
| 8 | EW |
Edwards Lifesciences Corp
This page
|
31,413 | $2,841,619 |
All Filings in EW
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,841,619 | 31,413 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||