Concurrent Investment Advisors, LLC
Position in EW — Edwards Lifesciences Corp
CIK 2001015
Tampa, FL
Position in EW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,355,975
+$754,257 QoQ
Shares Held
37,099
+14.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#374
of 1,289 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Derivatives in EW
reported options exposure · as of Sep 30, 2025CallValue
$7,777
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $33,882,686 across 15 Medical Devices names. EW ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
120,960 | $10,975,909 | |
| 2 | MDT |
Medtronic plc
|
66,494 | $5,201,823 | |
| 3 | SYK |
Stryker Corp
|
16,239 | $5,112,686 | |
| 4 | EW |
Edwards Lifesciences Corp
This page
|
37,099 | $3,355,975 | |
| 5 | STE |
STERIS plc
|
13,502 | $2,843,115 | |
| 6 | BSX |
Boston Scientific Corp
|
55,565 | $2,371,513 | |
| 7 | PHG |
Koninklijke Philips NV
|
43,726 | $1,188,909 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
10,570 | $676,585 |
All Filings in EW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,355,975 | 37,099 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,601,718 | 32,489 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,670,882 | 31,330 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,777 | 100 | Call | Sole | 2025-10-27 | |
| 2025-09-30 | $2,348,265 | 30,195 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,376,801 | 30,390 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,950,364 | 26,909 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,452,912 | 19,626 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,266,150 | 19,187 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,713,555 | 18,551 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,784,774 | 18,677 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,729,350 | 22,680 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||