Position in EW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$570,712
+$245,828 QoQ
Shares Held
6,309
+55.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#722
of 1,313 holders
Holding Since
Mar 2021
16 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, 2026NewEdge Wealth, LLC holds $16,810,631 across 12 Medical Devices names. EW ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
48,655 | $4,414,954 | |
| 2 | PHG |
Koninklijke Philips NV
|
110,184 | $2,995,902 | |
| 3 | SYK |
Stryker Corp
|
7,934 | $2,497,940 | |
| 4 | MDT |
Medtronic plc
|
27,017 | $2,113,539 | |
| 5 | BSX |
Boston Scientific Corp
|
30,012 | $1,280,912 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
11,326 | $975,055 | |
| 7 | SNN |
Smith & Nephew PLC
|
27,541 | $793,456 | |
| 8 | EW |
Edwards Lifesciences Corp
This page
|
6,309 | $570,712 |
All Filings in EW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,712 | 6,309 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $324,884 | 4,057 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $571,430 | 6,703 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $302,828 | 4,589 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $619,156 | 6,703 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $688,796 | 7,208 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $541,222 | 7,098 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $419,767 | 6,059 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $683,798 | 7,249 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $517,868 | 6,941 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $576,757 | 6,980 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $895,496 | 7,607 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $981,082 | 7,573 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $777,073 | 6,864 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $582,581 | 5,625 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $470,475 | 5,625 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||