Envestnet Portfolio Solutions, Inc.

Position in EW — Edwards Lifesciences Corp

CIK 1998033 BERWYN, PA

Position in EW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$460,622

+$195,237 QoQ

Shares Held

5,092

+53.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#774

of 1,315 holders

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $23,212,844 across 12 Medical Devices names. EW ranks #9 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc	73,993	$5,788,472
2	ABT	Abbott Laboratories	53,774	$4,879,452
3	BSX	Boston Scientific Corp	96,782	$4,130,655
4	SYK	Stryker Corp	10,436	$3,285,670
5	GEHC	GE HealthCare Technologies Inc.	29,259	$1,872,868
6	BIO	Bio-Rad Laboratories, Inc.	2,670	$783,938
7	DXCM	Dexcom Inc	8,024	$540,416
8	TMDX	TransMedics Group, Inc.	7,691	$510,836

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$460,622	5,092	+53.7%	Shares	Sole	2026-07-20
2026-03-31	$265,385	3,314	+2.6%	Shares	Sole	2026-04-29
2025-12-31	$275,272	3,229	+2.6%	Shares	Sole	2026-02-06
2025-03-31	$228,094	3,147	-90.7%	Shares	Sole	2025-04-21
2024-12-31	$2,504,286	33,828	-10.1%	Shares	Sole	2025-02-10
2024-09-30	$2,483,797	37,639	-34.6%	Shares	Sole	2024-10-31
2024-06-30	$5,314,415	57,534	-2.2%	Shares	Sole	2024-07-16
2024-03-31	$5,620,170	58,813	-21.4%	Shares	Sole	2024-05-06
2023-12-31	$5,703,195	74,796	+10.1%	Shares	Sole	2024-02-07
2023-09-30	$4,705,705	67,923	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.