Position in EW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,847,243
-$145,969 QoQ
Shares Held
35,555
+1.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 25.70383912248629.ToString("F0")%
Shared 0.ToString("F0")%
None 74.2961608775137.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
$184,772
PutShares
2,800
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, 2026Lido Advisors, LLC holds $93,044,390 across 17 Medical Devices names. EW ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZBH |
Zimmer Biomet Holdings, Inc.
|
323,507 | $29,251,502 | |
| 2 | ABT |
Abbott Laboratories
|
204,088 | $20,953,713 | |
| 3 | SYK |
Stryker Corp
|
46,877 | $15,403,313 | |
| 4 | BSX |
Boston Scientific Corp
|
129,133 | $8,103,095 | |
| 5 | MDT |
Medtronic plc
|
87,746 | $7,603,190 | |
| 6 | EW |
Edwards Lifesciences Corp
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|
35,555 | $2,847,243 | |
| 7 | ITGR |
Integer Holdings Corp
|
24,597 | $2,164,536 | |
| 8 | DXCM |
Dexcom Inc
|
33,324 | $2,092,745 |
All Filings in EW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,847,243 | 35,555 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,993,212 | 35,111 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,742,479 | 35,264 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,468,775 | 31,566 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,317,836 | 31,979 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,454,095 | 19,642 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $184,772 | 2,800 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $31,797,808 | 481,858 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,611,301 | 17,444 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,517,970 | 15,885 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,212,908 | 15,907 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,105,778 | 15,961 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,714,730 | 18,178 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,362,396 | 16,468 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $589,045 | 7,895 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $612,370 | 7,411 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $685,884 | 7,213 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $832,162 | 7,069 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,059,719 | 8,180 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $851,452 | 7,521 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $723,954 | 6,990 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $584,559 | 6,989 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $630,581 | 6,912 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $522,741 | 6,549 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $451,772 | 6,537 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $136,309 | 2,168 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||