EXENCIAL WEALTH ADVISORS, LLC

Position in EW — Edwards Lifesciences Corp

CIK 1576151 OKLAHOMA CITY, OK

Position in EW

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$243,523

-$193,212 QoQ

Shares Held

3,041

-40.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Healthcare · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $35,453,969 across 6 Medical Devices names. EW ranks #6 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	43,620	$14,333,095
2	ABT	Abbott Laboratories	106,493	$10,933,636
3	BSX	Boston Scientific Corp	123,124	$7,726,031
4	GEHC	GE HealthCare Technologies Inc.	20,833	$1,482,892
5	MDT	Medtronic plc	8,480	$734,792
6	EW	Edwards Lifesciences Corp This page	3,041	$243,523

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$243,523	3,041	-40.6%	Shares	Sole	2026-04-28
2025-12-31	$436,735	5,123	-96.5%	Shares	Sole	2026-01-30
2025-09-30	$11,316,701	145,515	-0.3%	Shares	Sole	2025-10-27
2025-06-30	$11,415,844	145,964	-4.5%	Shares	Sole	2025-07-30
2025-03-31	$11,081,249	152,887	+0.0%	Shares	Sole	2025-05-09
2024-12-31	$11,312,746	152,813	-2.1%	Shares	Sole	2025-02-06
2024-09-30	$10,295,759	156,020	+1534.9%	Shares	Sole	2024-10-31
2024-06-30	$881,486	9,543	-8.8%	Shares	Sole	2024-08-12
2024-03-31	$999,557	10,460	+313.9%	Shares	Sole	2024-05-10
2021-06-30	$261,721	2,527	+1.1%	Shares	Sole	2021-08-16
2021-03-31	$209,100	2,500	+6.2%	Shares	Sole	2021-05-06
2020-12-31	$214,846	2,355	+109.3%	Shares	Sole	2021-02-11
2020-03-31	$212,197	1,125	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.