WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in EW — Edwards Lifesciences Corp
CIK 1632972
PLYMOUTH, MN
Position in EW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,114,714
+$1,000,407 QoQ
Shares Held
89,705
+1.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#275
of 1,315 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Derivatives in EW
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$859,370
PutShares
9,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $285,022,590 across 57 Medical Devices names. EW ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,164,059 | $105,626,713 | |
| 2 | MDT |
Medtronic plc
|
921,461 | $72,085,894 | |
| 3 | SYK |
Stryker Corp
|
135,035 | $42,514,419 | |
| 4 | BSX |
Boston Scientific Corp
|
249,780 | $10,660,610 | |
| 5 | EW |
Edwards Lifesciences Corp
This page
|
89,705 | $8,114,714 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
74,825 | $6,441,684 | |
| 7 | STE |
STERIS plc
|
28,195 | $5,937,021 | |
| 8 | DXCM |
Dexcom Inc
|
77,644 | $5,229,323 |
All Filings in EW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,114,714 | 89,705 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $859,370 | 9,500 | Put | Sole | 2026-07-15 | |
| 2026-03-31 | $7,114,307 | 88,840 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $8,169,422 | 95,829 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,353,853 | 94,559 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $12,764,028 | 163,202 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,582,119 | 77,016 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,724,591 | 77,328 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $76,773 | 9,500 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $5,285,403 | 80,094 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,623,388 | 82,531 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $25,947 | 9,500 | Put | Sole | 2024-07-16 | |
| 2024-03-31 | $8,188,727 | 85,692 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $26,976 | 9,500 | Put | Sole | 2024-04-15 | |
| 2023-12-31 | $6,091,612 | 79,890 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $5,454,414 | 78,730 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $654,272 | 6,936 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $473,960 | 5,729 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $1,183,261 | 14,320 | Shares | Sole | 2022-10-17 | |
| 2022-03-31 | $6,250,107 | 53,093 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $6,487,475 | 50,077 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $7,831,528 | 69,177 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||