Position in EW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,722,956
+$414,542 QoQ
Shares Held
83,953
+13.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
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
$28,992
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 Mar 31, 2026Cetera Investment Advisers holds $248,574,257 across 33 Medical Devices names. EW ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
613,310 | $62,968,537 | |
| 2 | MDT |
Medtronic plc
|
696,767 | $60,374,860 | |
| 3 | SYK |
Stryker Corp
|
151,677 | $49,839,545 | |
| 4 | BSX |
Boston Scientific Corp
|
473,400 | $29,705,850 | |
| 5 | DXCM |
Dexcom Inc
|
128,775 | $8,087,070 | |
| 6 | EW |
Edwards Lifesciences Corp
This page
|
83,953 | $6,722,956 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
85,908 | $6,114,931 | |
| 8 | GMED |
Globus Medical Inc
|
42,497 | $3,661,541 |
All Filings in EW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $28,992 | 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 | $22,875 | 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 | $27,712 | 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 | $128,953 | 2,051 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||