W.G. Shaheen & Associates DBA Whitney & Co
Position in EW — Edwards Lifesciences Corp
CIK 1577001
ROCHESTER, NY
Position in EW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$16,053,302
+$2,139,563 QoQ
Shares Held
177,463
+2.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#203
of 1,315 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $28,828,276 across 4 Medical Devices names. EW ranks #1 (55.7% of the industry book) .
All Filings in EW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,053,302 | 177,463 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $13,913,739 | 173,748 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,567,264 | 170,877 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,188,469 | 169,583 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $13,152,810 | 168,173 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $12,080,604 | 166,675 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,935,190 | 161,221 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,290,377 | 110,477 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||