Position in EW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$437,815
+$33,343 QoQ
Shares Held
4,840
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#799
of 1,315 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026AE Wealth Management LLC holds $13,702,853 across 13 Medical Devices names. EW ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
46,857 | $4,251,782 | |
| 2 | BSX |
Boston Scientific Corp
|
56,355 | $2,405,209 | |
| 3 | SYK |
Stryker Corp
|
6,680 | $2,103,118 | |
| 4 | MDT |
Medtronic plc
|
17,556 | $1,373,392 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
17,855 | $1,142,885 | |
| 6 | DXCM |
Dexcom Inc
|
11,627 | $783,067 | |
| 7 | EW |
Edwards Lifesciences Corp
This page
|
4,840 | $437,815 | |
| 8 | PODD |
Insulet Corp
|
2,468 | $375,742 |
All Filings in EW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,815 | 4,840 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $404,472 | 5,051 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $337,585 | 3,960 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $390,710 | 5,024 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $7,176,156 | 91,755 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $6,559,582 | 90,502 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $5,638,716 | 76,168 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $265,279 | 4,020 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $426,562 | 4,618 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $384,531 | 4,024 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,771,211 | 23,229 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,965,542 | 28,371 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $7,584,791 | 80,407 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $5,448,928 | 65,864 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,820,110 | 24,395 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,852,812 | 22,423 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,357,851 | 24,796 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,758,768 | 23,435 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,260,384 | 25,167 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,448,036 | 30,457 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,376,310 | 22,944 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,480,929 | 29,662 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,558,819 | 28,048 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,421,658 | 30,339 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,413,714 | 20,456 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,244,136 | 6,596 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||