Position in EW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,149,203
+$40,576 QoQ
Shares Held
12,704
-8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#572
of 1,320 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, 2026Integrated Wealth Concepts LLC holds $22,529,693 across 95 Medical Devices names. EW ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
64,349 | $5,839,028 | |
| 2 | MDT |
Medtronic plc
|
42,824 | $3,350,121 | |
| 3 | SYK |
Stryker Corp
|
10,487 | $3,301,727 | |
| 4 | GEHC |
GE HealthCare Technologies Inc.
|
28,976 | $1,854,753 | |
| 5 | BSX |
Boston Scientific Corp
|
27,578 | $1,177,029 | |
| 6 | EW |
Edwards Lifesciences Corp
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|
12,704 | $1,149,203 | |
| 7 | PODD |
Insulet Corp
|
6,686 | $1,017,943 | |
| 8 | DXCM |
Dexcom Inc
|
10,715 | $721,655 |
All Filings in EW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,203 | 12,704 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,108,627 | 13,844 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $710,217 | 8,331 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $924,840 | 11,892 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $782,491 | 10,005 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $608,832 | 8,400 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $724,753 | 9,790 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $523,564 | 7,934 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,153,701 | 12,490 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,128,085 | 11,805 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $888,541 | 11,653 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $800,391 | 11,553 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,147,996 | 12,170 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $883,225 | 10,676 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $446,466 | 5,984 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $526,353 | 6,370 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $641,096 | 6,742 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $776,598 | 6,597 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,549,936 | 11,964 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,422,936 | 12,569 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,239,215 | 11,965 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $947,724 | 11,331 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $924,616 | 10,135 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $697,626 | 8,740 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $566,632 | 8,199 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $439,861 | 2,332 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||