Position in EW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,608
+$644 QoQ
Shares Held
62
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,233
of 1,315 holders
Holding Since
Jun 2020
25 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, 2026Financial Perspectives, Inc holds $23,587,075 across 13 Medical Devices names. EW ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
212,224 | $16,602,283 | |
| 2 | BSX |
Boston Scientific Corp
|
139,697 | $5,962,267 | |
| 3 | ABT |
Abbott Laboratories
|
8,568 | $777,460 | |
| 4 | PODD |
Insulet Corp
|
572 | $87,087 | |
| 5 | TMDX |
TransMedics Group, Inc.
|
1,000 | $66,420 | |
| 6 | DXCM |
Dexcom Inc
|
408 | $27,478 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
419 | $26,820 | |
| 8 | GMED |
Globus Medical Inc
|
223 | $17,619 |
All Filings in EW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,608 | 62 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,964 | 62 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,285 | 62 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,821 | 62 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,849 | 62 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,493 | 62 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $4,589 | 62 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,091 | 62 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,726 | 62 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,924 | 62 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $9,836 | 129 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,937 | 129 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $6,320 | 67 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $5,542 | 67 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $4,998 | 67 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $5,536 | 67 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $6,371 | 67 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $7,887 | 67 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $8,679 | 67 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $7,585 | 67 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $6,939 | 67 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $67 | 5,615 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $6,112 | 67 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $5,347 | 67 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $4,630 | 67 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||