WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in EW — Edwards Lifesciences Corp
CIK 1632972
PLYMOUTH, MN
Position in EW
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$7,114,307
-$1,055,115 QoQ
Shares Held
88,840
-7.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 4.904322377307519.ToString("F0")%
Shared 0.ToString("F0")%
None 95.09567762269248.ToString("F0")%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Derivatives in EW
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$626,905
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 Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $292,456,726 across 40 Medical Devices names. EW ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,203,269 | $123,539,628 | |
| 2 | MDT |
Medtronic plc
|
763,139 | $66,125,994 | |
| 3 | SYK |
Stryker Corp
|
137,419 | $45,154,509 | |
| 4 | BSX |
Boston Scientific Corp
|
179,724 | $11,277,681 | |
| 5 | EW |
Edwards Lifesciences Corp
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|
88,840 | $7,114,307 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
68,719 | $6,213,571 | |
| 7 | DXCM |
Dexcom Inc
|
74,730 | $4,693,044 | |
| 8 | STE |
STERIS plc
|
19,537 | $4,320,216 |
All Filings in EW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $626,905 | 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 | $877,515 | 9,500 | Put | Sole | 2024-07-16 | |
| 2024-03-31 | $8,188,727 | 85,692 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $907,820 | 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. | ||||||