EVOLUTION WEALTH MANAGEMENT INC.
Position in EW — Edwards Lifesciences Corp
CIK 2010029
FORT MYERS, FL
Position in EW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$86,841
+$9,965 QoQ
Shares Held
960
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,064
of 1,313 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $326,749 across 8 Medical Devices names. EW ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,459 | $132,389 | |
| 2 | EW |
Edwards Lifesciences Corp
This page
|
960 | $86,841 | |
| 3 | SYK |
Stryker Corp
|
120 | $37,780 | |
| 4 | BSX |
Boston Scientific Corp
|
839 | $35,808 | |
| 5 | MDT |
Medtronic plc
|
293 | $22,921 | |
| 6 | TMDX |
TransMedics Group, Inc.
|
94 | $6,243 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
49 | $3,136 | |
| 8 | PHG |
Koninklijke Philips NV
|
60 | $1,631 |
All Filings in EW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,841 | 960 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $76,876 | 960 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $81,840 | 960 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $74,659 | 960 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $75,081 | 960 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||