Position in EW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,579,160
+$156,780 QoQ
Shares Held
17,457
-1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#515
of 1,315 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $3,930,521 across 7 Medical Devices names. EW ranks #1 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EW |
Edwards Lifesciences Corp
This page
|
17,457 | $1,579,160 | |
| 2 | MDT |
Medtronic plc
|
9,951 | $778,466 | |
| 3 | BSX |
Boston Scientific Corp
|
9,225 | $393,723 | |
| 4 | TNDM |
Tandem Diabetes Care Inc
|
24,934 | $376,254 | |
| 5 | BFLY |
Butterfly Network, Inc.
|
34,838 | $293,335 | |
| 6 | TMDX |
TransMedics Group, Inc.
|
4,157 | $276,107 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
2,712 | $233,476 |
All Filings in EW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,579,160 | 17,457 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,422,380 | 17,762 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,504,833 | 17,652 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,394,027 | 17,925 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,495,766 | 19,125 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,456,340 | 20,093 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,492,296 | 20,158 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,332,338 | 20,190 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $943,559 | 10,215 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $967,449 | 10,124 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $758,001 | 9,941 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $805,934 | 11,633 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $969,335 | 10,276 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $955,117 | 11,545 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $816,755 | 10,947 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $859,765 | 10,405 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $997,113 | 10,486 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,224,170 | 10,399 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,337,992 | 10,328 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,112,627 | 9,828 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $983,293 | 9,494 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $798,260 | 9,544 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $412,815 | 4,525 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $245,606 | 3,077 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $371,120 | 5,370 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $323,483 | 1,715 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||