Position in EW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$789,353
+$10,765 QoQ
Shares Held
8,726
-4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#171
of 455 holders
Holding Since
Dec 2021
18 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $15,712,679 across 8 Medical Devices names. EW ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
95,207 | $8,639,083 | |
| 2 | SYK |
Stryker Corp
|
7,518 | $2,366,967 | |
| 3 | INMD |
InMode Ltd.
|
122,192 | $1,786,447 | |
| 4 | MDT |
Medtronic plc
|
20,125 | $1,574,378 | |
| 5 | EW |
Edwards Lifesciences Corp
This page
|
8,726 | $789,353 | |
| 6 | BSX |
Boston Scientific Corp
|
6,093 | $260,049 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
3,996 | $255,783 | |
| 8 | PACB |
Pacific Biosciences Of California, Inc.
|
24,178 | $40,619 |
All Filings in EW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,353 | 8,726 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $778,588 | 9,133 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,006,732 | 12,945 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,014,931 | 12,977 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $576,795 | 7,958 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $788,049 | 10,645 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $779,407 | 11,811 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,270,918 | 13,759 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,895,814 | 19,839 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,391,181 | 18,245 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,587,154 | 80,646 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,536,408 | 69,293 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,618,277 | 67,911 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,904,936 | 65,741 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $4,600,590 | 55,677 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,063,447 | 53,249 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,119,321 | 51,982 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $6,499,134 | 50,167 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||