Position in EW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$346,642
+$145,202 QoQ
Shares Held
3,832
+81.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#852
of 1,310 holders
Holding Since
Sep 2021
6 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,788,133 across 8 Medical Devices names. EW ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
15,838 | $1,239,006 | |
| 2 | ABT |
Abbott Laboratories
|
7,481 | $678,825 | |
| 3 | UFPT |
Ufp Technologies Inc
|
1,386 | $367,470 | |
| 4 | EW |
Edwards Lifesciences Corp
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|
3,832 | $346,642 | |
| 5 | SYK |
Stryker Corp
|
1,087 | $342,231 | |
| 6 | PHG |
Koninklijke Philips NV
|
11,397 | $309,884 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
3,290 | $283,236 | |
| 8 | IRMD |
Iradimed Corp
|
2,311 | $220,839 |
All Filings in EW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,642 | 3,832 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $201,440 | 2,108 | Shares | Defined | 2024-05-13 | |
| 2023-06-30 | $214,034 | 2,269 | Shares | Defined | 2023-08-10 | |
| 2022-03-31 | $225,080 | 1,912 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $277,237 | 2,140 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $222,344 | 1,964 | Shares | Defined | 2021-11-18 | |
| No filing history on record for this holder in this stock. | ||||||