Position in EW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$6,770,843
+$258,938 QoQ
Shares Held
84,551
+10.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 47.923738335442515.ToString("F0")%
Shared 0.7108135917966671.ToString("F0")%
None 51.36544807276082.ToString("F0")%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Pathstone Holdings, LLC holds $136,484,592 across 30 Medical Devices names. EW ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
263,579 | $27,061,654 | |
| 2 | SYK |
Stryker Corp
|
52,337 | $17,197,413 | |
| 3 | MDT |
Medtronic plc
|
155,149 | $13,443,659 | |
| 4 | BSX |
Boston Scientific Corp
|
180,342 | $11,316,460 | |
| 5 | PHG |
Koninklijke Philips NV
|
402,977 | $11,041,569 | |
| 6 | SGHT |
Sight Sciences, Inc.
|
2,397,332 | $9,037,941 | |
| 7 | EW |
Edwards Lifesciences Corp
This page
|
84,551 | $6,770,843 | |
| 8 | SNN |
Smith & Nephew PLC
|
200,565 | $6,373,954 |
All Filings in EW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,770,843 | 84,551 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,511,905 | 76,386 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,485,317 | 83,391 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,066,194 | 90,349 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,651,561 | 91,771 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,184,912 | 70,038 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,909,931 | 89,558 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $11,772,001 | 127,444 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $12,377,121 | 129,522 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $6,647,931 | 87,186 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||