Position in EW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$494,725
+$18,170 QoQ
Shares Held
5,469
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#761
of 1,315 holders
Holding Since
Mar 2024
7 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, 2026Compound Planning, Inc. holds $15,546,398 across 8 Medical Devices names. EW ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
119,850 | $10,875,188 | |
| 2 | SYK |
Stryker Corp
|
7,235 | $2,277,867 | |
| 3 | MDT |
Medtronic plc
|
8,150 | $637,574 | |
| 4 | EW |
Edwards Lifesciences Corp
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|
5,469 | $494,725 | |
| 5 | BSX |
Boston Scientific Corp
|
10,798 | $460,858 | |
| 6 | DXCM |
Dexcom Inc
|
5,131 | $345,572 | |
| 7 | PHG |
Koninklijke Philips NV
|
9,026 | $245,416 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
2,430 | $209,198 |
All Filings in EW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,725 | 5,469 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $476,555 | 5,951 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $334,264 | 3,921 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $252,208 | 3,243 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $221,099 | 2,827 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $411,785 | 4,458 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $399,823 | 4,184 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||