Position in EW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,427,545
-$1,238,546 QoQ
Shares Held
30,314
-29.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Summit Trail Advisors, LLC holds $37,817,838 across 22 Medical Devices names. EW ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
61,451 | $6,309,174 | |
| 2 | MDT |
Medtronic plc
|
41,515 | $3,597,274 | |
| 3 | SYK |
Stryker Corp
|
10,831 | $3,558,958 | |
| 4 | EW |
Edwards Lifesciences Corp
This page
|
30,314 | $2,427,545 | |
| 5 | BSX |
Boston Scientific Corp
|
30,942 | $1,941,610 | |
| 6 | PHG |
Koninklijke Philips NV
|
70,672 | $1,936,412 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
20,252 | $1,831,185 | |
| 8 | BRKR |
Bruker Corp
|
47,567 | $1,718,120 |
All Filings in EW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,427,545 | 30,314 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,666,091 | 43,004 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,356,630 | 43,161 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,823,146 | 36,097 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $918,316 | 13,916 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,275,906 | 13,813 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,310,223 | 13,711 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,031,052 | 13,522 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $923,502 | 13,330 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $294,518 | 3,560 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $216,592 | 2,903 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $237,820 | 2,501 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $367,533 | 2,837 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $285,968 | 2,526 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $244,632 | 2,362 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $210,006 | 2,631 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||