Position in EW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$33,832
+$3,883 QoQ
Shares Held
374
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,144
of 1,337 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $505,067 across 12 Medical Devices names. EW ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
2,191 | $198,811 | |
| 2 | SYK |
Stryker Corp
|
509 | $160,253 | |
| 3 | GEHC |
GE HealthCare Technologies Inc.
|
545 | $34,885 | |
| 4 | MDAI |
Spectral AI, Inc.
|
20,010 | $34,617 | |
| 5 | EW |
Edwards Lifesciences Corp
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|
374 | $33,832 | |
| 6 | BSX |
Boston Scientific Corp
|
442 | $18,864 | |
| 7 | NVCR |
NovoCure Ltd
|
600 | $9,090 | |
| 8 | UFPT |
Ufp Technologies Inc
|
20 | $5,302 |
All Filings in EW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,832 | 374 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $29,949 | 374 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $31,883 | 374 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,588 | 59 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,614 | 59 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $49,938 | 689 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||