Position in EW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$240,623
+$225,685 QoQ
Shares Held
2,660
+1292.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#955
of 1,315 holders
Holding Since
Dec 2024
4 quarters on record
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Kestra Investment Management, LLC holds $940,546 across 2 Medical Devices names. EW ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
8,947 | $699,923 | |
| 2 | EW |
Edwards Lifesciences Corp
This page
|
2,660 | $240,623 |
All Filings in EW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,623 | 2,660 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $14,938 | 191 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $13,843 | 191 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,960 | 67 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||