Position in EW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,998,929
+$169,863 QoQ
Shares Held
33,152
-6.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#50
of 284 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $72,437,871 across 23 Medical Devices names. EW ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
388,898 | $35,288,604 | |
| 2 | STE |
STERIS plc
|
30,305 | $6,381,323 | |
| 3 | GMED |
Globus Medical Inc
|
80,753 | $6,380,294 | |
| 4 | ZBH |
Zimmer Biomet Holdings, Inc.
|
61,450 | $5,290,230 | |
| 5 | SYK |
Stryker Corp
|
12,466 | $3,924,795 | |
| 6 | MDT |
Medtronic plc
|
43,829 | $3,428,742 | |
| 7 | EW |
Edwards Lifesciences Corp
This page
|
33,152 | $2,998,929 | |
| 8 | BSX |
Boston Scientific Corp
|
49,355 | $2,106,471 |
All Filings in EW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,998,929 | 33,152 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,829,066 | 35,328 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,845,645 | 33,380 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,351,531 | 30,237 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,069,514 | 26,461 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,702,917 | 23,495 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $598,014 | 8,078 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $455,462 | 6,902 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $817,566 | 8,851 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,103,335 | 11,546 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,049,047 | 13,758 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $669,452 | 9,663 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,260,531 | 13,363 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,221,342 | 14,763 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,001,490 | 13,423 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $675,582 | 8,176 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $823,194 | 8,657 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,080,787 | 9,181 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,067,492 | 8,240 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $796,867 | 7,694 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $563,482 | 6,737 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $582,047 | 6,380 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $508,772 | 6,374 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $447,141 | 6,470 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $138,006 | 2,195 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||