Pinnacle Wealth Planning Services, Inc.
Position in EW — Edwards Lifesciences Corp
CIK 1726752
MANSFIELD, OH
Position in EW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$51,019
+$7,536 QoQ
Shares Held
564
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,098
of 1,315 holders
Holding Since
Mar 2020
19 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, 2026Pinnacle Wealth Planning Services, Inc. holds $4,831,066 across 41 Medical Devices names. EW ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
10,601 | $961,934 | |
| 2 | STE |
STERIS plc
|
3,049 | $642,027 | |
| 3 | MDT |
Medtronic plc
|
6,514 | $509,590 | |
| 4 | PHG |
Koninklijke Philips NV
|
13,996 | $380,551 | |
| 5 | BSX |
Boston Scientific Corp
|
8,875 | $378,785 | |
| 6 | SYK |
Stryker Corp
|
1,111 | $349,787 | |
| 7 | SNN |
Smith & Nephew PLC
|
8,893 | $256,207 | |
| 8 | GKOS |
GLAUKOS Corp
|
1,348 | $188,396 |
All Filings in EW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,019 | 564 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $43,483 | 543 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $41,602 | 488 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 | $377,423 | 4,086 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $400,969 | 4,196 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $347,471 | 4,557 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $361,283 | 3,830 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $327,858 | 3,963 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $265,490 | 3,213 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $403,657 | 4,245 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $498,073 | 4,231 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $479,075 | 3,698 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $373,819 | 3,302 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $339,398 | 3,277 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $273,251 | 3,267 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $282,265 | 3,094 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $266,438 | 3,338 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $219,009 | 3,169 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $223,703 | 1,186 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||