Position in EW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$240,259
+$27,648 QoQ
Shares Held
2,656
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#954
of 1,313 holders
Holding Since
Jun 2020
20 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, 2026Advisor OS, LLC holds $2,825,018 across 5 Medical Devices names. EW ranks #4 (8.5% of the industry book) .
All Filings in EW
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,259 | 2,656 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $212,611 | 2,655 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $210,652 | 2,471 | Shares | Sole | 2026-02-04 | |
| 2024-06-30 | $1,394,967 | 15,102 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,463,787 | 15,318 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,039,131 | 13,628 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $976,845 | 14,100 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,181,574 | 12,526 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $808,351 | 9,771 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $707,822 | 9,487 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $646,246 | 7,821 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $897,932 | 9,443 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,116,808 | 9,487 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,632,976 | 12,605 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,362,478 | 12,035 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,249,568 | 12,065 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $808,962 | 9,672 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $759,672 | 8,327 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $395,428 | 4,954 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $224,538 | 3,249 | Shares | Sole | 2020-08-28 | |
| No filing history on record for this holder in this stock. | ||||||