Position in EW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,108,627
+$398,410 QoQ
Shares Held
13,844
+66.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $19,848,120 across 18 Medical Devices names. EW ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
38,564 | $3,959,365 | |
| 2 | MDT |
Medtronic plc
|
40,716 | $3,528,041 | |
| 3 | SYK |
Stryker Corp
|
10,498 | $3,449,537 | |
| 4 | BSX |
Boston Scientific Corp
|
30,412 | $1,908,353 | |
| 5 | PODD |
Insulet Corp
|
6,102 | $1,280,443 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
17,843 | $1,270,064 | |
| 7 | EW |
Edwards Lifesciences Corp
This page
|
13,844 | $1,108,627 | |
| 8 | STE |
STERIS plc
|
4,190 | $926,534 |
All Filings in EW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $146,620 | 2,332 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||