Position in EW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,546,901
+$232,349 QoQ
Shares Held
28,155
-2.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#426
of 1,313 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $43,109,610 across 18 Medical Devices names. EW ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
182,055 | $16,519,670 | |
| 2 | MDT |
Medtronic plc
|
98,948 | $7,740,702 | |
| 3 | SYK |
Stryker Corp
|
17,817 | $5,609,504 | |
| 4 | EW |
Edwards Lifesciences Corp
This page
|
28,155 | $2,546,901 | |
| 5 | BSX |
Boston Scientific Corp
|
58,212 | $2,484,488 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
18,538 | $1,595,936 | |
| 7 | GMED |
Globus Medical Inc
|
15,185 | $1,199,766 | |
| 8 | TMDX |
TransMedics Group, Inc.
|
15,062 | $1,000,418 |
All Filings in EW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,546,901 | 28,155 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,314,552 | 28,903 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,335,338 | 27,394 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,991,378 | 25,606 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,841,376 | 23,544 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,562,813 | 21,562 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,183,369 | 15,985 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,113,647 | 16,876 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,516,900 | 16,422 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,139,935 | 11,929 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $914,008 | 11,987 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $665,018 | 9,599 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $972,542 | 10,310 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $837,062 | 10,118 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $672,310 | 9,011 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $882,736 | 10,683 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,031,536 | 10,848 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,187,323 | 10,086 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,228,781 | 9,485 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||