Position in EW
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$172,652
-$681,041 QoQ
Shares Held
2,156
-78.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $649,850 across 8 Medical Devices names. EW ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
3,193 | $276,673 | |
| 2 | EW |
Edwards Lifesciences Corp
This page
|
2,156 | $172,652 | |
| 3 | IRMD |
Iradimed Corp
|
769 | $74,023 | |
| 4 | TCMD |
Tactile Systems Technology Inc
|
2,728 | $71,282 | |
| 5 | ABT |
Abbott Laboratories
|
524 | $53,799 | |
| 6 | STE |
STERIS plc
|
3 | $663 | |
| 7 | GMED |
Globus Medical Inc
|
5 | $430 | |
| 8 | PEN |
Penumbra Inc
|
1 | $328 |
All Filings in EW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $172,652 | 2,156 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $853,693 | 10,014 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,201,468 | 15,449 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,332,229 | 17,034 | Shares | Sole | 2025-07-18 | |
| 2021-12-31 | $100,919 | 779 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,377 | 21 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $5,592 | 54 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $7,025 | 84 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,922 | 43 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $9,099 | 114 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $8,016 | 116 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $4,526 | 24 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||