Position in EW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$456,280
+$141,537 QoQ
Shares Held
5,044
+36.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#780
of 1,315 holders
Holding Since
Mar 2024
9 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, 2026Diversify Advisory Services, LLC holds $24,770,636 across 13 Medical Devices names. EW ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
97,290 | $7,610,996 | |
| 2 | SYK |
Stryker Corp
|
17,275 | $5,438,861 | |
| 3 | STE |
STERIS plc
|
14,817 | $3,120,015 | |
| 4 | UFPT |
Ufp Technologies Inc
|
10,009 | $2,653,686 | |
| 5 | ABT |
Abbott Laboratories
|
23,681 | $2,148,813 | |
| 6 | TMDX |
TransMedics Group, Inc.
|
15,872 | $1,054,218 | |
| 7 | PEN |
Penumbra Inc
|
2,480 | $783,060 | |
| 8 | BSX |
Boston Scientific Corp
|
15,146 | $646,431 |
All Filings in EW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,280 | 5,044 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $314,743 | 3,692 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,650,979 | 21,229 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,185,813 | 27,948 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,714,224 | 23,651 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,406,644 | 19,001 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,431,917 | 21,699 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,177,715 | 23,576 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,848,643 | 29,810 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||