Position in EW
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$358,764
New position
Shares Held
3,966
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#844
of 1,315 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Devices
Healthcare · as of Jun 30, 202649 WEALTH MANAGEMENT, LLC holds $964,907 across 2 Medical Devices names. EW ranks #2 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
6,680 | $606,143 | |
| 2 | EW |
Edwards Lifesciences Corp
This page
|
3,966 | $358,764 |
All Filings in EW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,764 | 3,966 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||