Position in EW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$575,374
-$43,370 QoQ
Shares Held
7,185
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
11 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 Mar 31, 2026Rothschild Wealth LLC holds $7,177,513 across 11 Medical Devices names. EW ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
28,194 | $2,894,677 | |
| 2 | SYK |
Stryker Corp
|
3,447 | $1,132,649 | |
| 3 | CATX |
Perspective Therapeutics, Inc.
|
164,821 | $687,303 | |
| 4 | EW |
Edwards Lifesciences Corp
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|
7,185 | $575,374 | |
| 5 | MASI |
Masimo Corp
|
2,250 | $400,207 | |
| 6 | MDT |
Medtronic plc
|
4,543 | $393,650 | |
| 7 | VMD |
Viemed Healthcare, Inc.
|
32,285 | $297,344 | |
| 8 | BSX |
Boston Scientific Corp
|
3,592 | $225,398 |
All Filings in EW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $575,374 | 7,185 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $618,744 | 7,258 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $454,954 | 5,850 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $403,328 | 5,157 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $367,618 | 5,072 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $366,300 | 4,948 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $331,203 | 5,019 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $462,496 | 5,007 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $470,919 | 4,928 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $487,969 | 5,173 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $432,595 | 5,229 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||