Position in EW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$34,736
-$71,048 QoQ
Shares Held
384
-65.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,126
of 1,315 holders
Holding Since
Mar 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026LifeSteps Financial, Inc. holds $252,701 across 7 Medical Devices names. EW ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,731 | $157,070 | |
| 2 | EW |
Edwards Lifesciences Corp
This page
|
384 | $34,736 | |
| 3 | GEHC |
GE HealthCare Technologies Inc.
|
392 | $25,091 | |
| 4 | SYK |
Stryker Corp
|
53 | $16,686 | |
| 5 | MDT |
Medtronic plc
|
204 | $15,958 | |
| 6 | PODD |
Insulet Corp
|
17 | $2,588 | |
| 7 | AVNS |
Avanos Medical, Inc.
|
23 | $572 |
All Filings in EW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,736 | 384 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $105,784 | 1,107 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||