Position in EW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$391,872
+$43,284 QoQ
Shares Held
4,332
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#826
of 1,315 holders
Holding Since
Sep 2024
8 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, 2026Montis Financial, LLC holds $1,041,386 across 2 Medical Devices names. EW ranks #2 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
2,063 | $649,514 | |
| 2 | EW |
Edwards Lifesciences Corp
This page
|
4,332 | $391,872 |
All Filings in EW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,872 | 4,332 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $348,588 | 4,353 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $369,303 | 4,332 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $330,755 | 4,253 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $380,569 | 4,866 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $352,687 | 4,866 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $360,229 | 4,866 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $327,838 | 4,968 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||