Position in EW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$517,159
+$50,854 QoQ
Shares Held
5,717
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#749
of 1,313 holders
Holding Since
Jun 2023
12 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, 2026Summit Financial, LLC holds $15,108,679 across 10 Medical Devices names. EW ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
15,905 | $5,007,530 | |
| 2 | ABT |
Abbott Laboratories
|
51,290 | $4,654,054 | |
| 3 | MDT |
Medtronic plc
|
24,218 | $1,894,574 | |
| 4 | TMDX |
TransMedics Group, Inc.
|
14,515 | $964,086 | |
| 5 | BSX |
Boston Scientific Corp
|
21,581 | $921,077 | |
| 6 | EW |
Edwards Lifesciences Corp
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|
5,717 | $517,159 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
4,095 | $352,538 | |
| 8 | DXCM |
Dexcom Inc
|
4,538 | $305,634 |
All Filings in EW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,159 | 5,717 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $466,305 | 5,823 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $442,277 | 5,188 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $668,122 | 8,591 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $291,332 | 3,725 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $298,690 | 4,121 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $449,806 | 6,076 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $381,950 | 5,788 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $368,833 | 3,993 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $272,346 | 2,850 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $669,106 | 9,658 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $837,839 | 8,882 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||