Position in EW
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$91,050
+$27,710 QoQ
Shares Held
1,137
+53.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Root Financial Partners, LLC holds $1,726,654 across 60 Medical Devices names. EW ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
4,616 | $473,924 | |
| 2 | SYK |
Stryker Corp
|
592 | $194,525 | |
| 3 | BSX |
Boston Scientific Corp
|
2,889 | $181,284 | |
| 4 | DXCM |
Dexcom Inc
|
1,542 | $96,837 | |
| 5 | MDT |
Medtronic plc
|
1,102 | $95,488 | |
| 6 | EW |
Edwards Lifesciences Corp
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|
1,137 | $91,050 | |
| 7 | SNN |
Smith & Nephew PLC
|
2,816 | $89,492 | |
| 8 | PHG |
Koninklijke Philips NV
|
3,025 | $82,885 |
All Filings in EW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,050 | 1,137 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $63,340 | 743 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $68,826 | 885 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||