Position in EW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$591,246
+$59,035 QoQ
Shares Held
6,536
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#708
of 1,313 holders
Holding Since
Jun 2022
9 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, 2026Everhart Financial Group, Inc. holds $3,939,418 across 7 Medical Devices names. EW ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
12,762 | $1,158,023 | |
| 2 | SYK |
Stryker Corp
|
3,368 | $1,060,381 | |
| 3 | EW |
Edwards Lifesciences Corp
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|
6,536 | $591,246 | |
| 4 | BSX |
Boston Scientific Corp
|
11,706 | $499,612 | |
| 5 | MDT |
Medtronic plc
|
5,246 | $410,394 | |
| 6 | NEOG |
Neogen Corp
|
18,058 | $162,341 | |
| 7 | CTKB |
Cytek Biosciences, Inc.
|
12,962 | $57,421 |
All Filings in EW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,246 | 6,536 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $532,211 | 6,646 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $525,054 | 6,159 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $442,044 | 5,684 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $356,246 | 4,555 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $236,864 | 3,268 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $250,322 | 2,710 | Shares | Sole | 2024-07-24 | |
| 2023-06-30 | $210,261 | 2,229 | Shares | Sole | 2023-07-13 | |
| 2022-06-30 | $215,473 | 2,266 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||