Position in EW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,515,939
+$2,792,983 QoQ
Shares Held
105,195
+25.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#256
of 1,315 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Derivatives in EW
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$836
PutShares
400
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, 2026Cetera Investment Advisers holds $228,660,567 across 37 Medical Devices names. EW ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
181,223 | $57,056,249 | |
| 2 | ABT |
Abbott Laboratories
|
619,756 | $56,236,659 | |
| 3 | MDT |
Medtronic plc
|
618,387 | $48,376,415 | |
| 4 | BSX |
Boston Scientific Corp
|
462,281 | $19,730,153 | |
| 5 | EW |
Edwards Lifesciences Corp
This page
|
105,195 | $9,515,939 | |
| 6 | DXCM |
Dexcom Inc
|
126,816 | $8,541,057 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
79,315 | $5,076,953 | |
| 8 | GMED |
Globus Medical Inc
|
51,719 | $4,086,318 |
All Filings in EW
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,515,939 | 105,195 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,722,956 | 83,953 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,308,414 | 73,999 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,375,306 | 69,118 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,368,341 | 55,854 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $836 | 400 | Put | Sole | 2025-05-06 | |
| 2025-03-31 | $4,022,784 | 55,502 | Shares | Sole | 2025-05-06 | |
| 2024-06-30 | $12,995,165 | 140,686 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $13,936,470 | 145,840 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $156 | 300 | Put | Sole | 2024-02-13 | |
| 2023-12-31 | $3,644,902 | 47,802 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,451,806 | 49,824 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $2,920 | 400 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $4,583,117 | 48,586 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,817,741 | 46,147 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,572,699 | 47,885 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,131,488 | 62,102 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,248,369 | 34,161 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,080,175 | 34,660 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,409,752 | 34,039 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,675,136 | 32,463 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,373,792 | 32,575 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,261,542 | 15,083 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,521,779 | 27,642 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $303,156 | 3,798 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $433,457 | 6,272 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $386,859 | 2,051 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||