Position in EW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$324,388
+$125,766 QoQ
Shares Held
3,586
+33.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#871
of 1,315 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Venturi Wealth Management, LLC holds $3,968,180 across 8 Medical Devices names. EW ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
15,680 | $1,422,802 | |
| 2 | PHG |
Koninklijke Philips NV
|
18,007 | $489,610 | |
| 3 | STE |
STERIS plc
|
2,139 | $450,408 | |
| 4 | SYK |
Stryker Corp
|
1,384 | $435,737 | |
| 5 | BSX |
Boston Scientific Corp
|
8,239 | $351,640 | |
| 6 | EW |
Edwards Lifesciences Corp
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|
3,586 | $324,388 | |
| 7 | GMED |
Globus Medical Inc
|
3,767 | $297,630 | |
| 8 | MDT |
Medtronic plc
|
2,505 | $195,965 |
All Filings in EW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,388 | 3,586 | Shares | Sole | 2026-07-20 | |
| 2024-12-31 | $198,622 | 2,683 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $15,902 | 241 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $51,264 | 555 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $22,456 | 235 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $14,334 | 188 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $12,123 | 175 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $11,602 | 123 | Shares | Other | 2023-07-24 | |
| 2023-03-31 | $6,452 | 78 | Shares | Other | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||