Position in EW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,121
+$5,635 QoQ
Shares Held
134
+65.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,188
of 1,313 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $703,999 across 20 Medical Devices names. EW ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
2,679 | $243,092 | |
| 2 | SYK |
Stryker Corp
|
642 | $202,127 | |
| 3 | BSX |
Boston Scientific Corp
|
3,176 | $135,551 | |
| 4 | MDT |
Medtronic plc
|
663 | $51,866 | |
| 5 | DXCM |
Dexcom Inc
|
251 | $16,904 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
237 | $15,170 | |
| 7 | EW |
Edwards Lifesciences Corp
This page
|
134 | $12,121 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
117 | $10,072 |
All Filings in EW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,121 | 134 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,486 | 81 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $255 | 3 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||