EverSource Wealth Advisors, LLC
Position in EW — Edwards Lifesciences Corp
CIK 1710537
BIRMINGHAM, AL
Position in EW
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$357,069
-$62,188 QoQ
Shares Held
4,459
-9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026EverSource Wealth Advisors, LLC holds $8,002,889 across 81 Medical Devices names. EW ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
19,689 | $2,021,458 | |
| 2 | SYK |
Stryker Corp
|
2,981 | $979,521 | |
| 3 | BSX |
Boston Scientific Corp
|
13,502 | $847,243 | |
| 4 | MDT |
Medtronic plc
|
9,037 | $783,047 | |
| 5 | STE |
STERIS plc
|
2,735 | $604,783 | |
| 6 | EW |
Edwards Lifesciences Corp
This page
|
4,459 | $357,069 | |
| 7 | PODD |
Insulet Corp
|
1,614 | $338,676 | |
| 8 | PHG |
Koninklijke Philips NV
|
10,742 | $294,328 |
All Filings in EW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $357,069 | 4,459 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $419,257 | 4,918 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $342,963 | 4,410 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $248,705 | 3,180 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $160,976 | 2,221 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $96,532 | 1,304 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $67,439 | 1,022 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $86,086 | 932 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $62,302 | 652 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $114,221 | 1,498 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $132,600 | 1,914 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $321,663 | 3,410 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $283,100 | 3,422 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $253,000 | 3,391 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $132,950 | 1,609 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $153,473 | 1,614 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $115,953 | 985 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $29,018 | 224 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||