Position in EW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$603,368
+$61,227 QoQ
Shares Held
6,670
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#703
of 1,315 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Symphony Financial Services, Inc. holds $603,368 across 1 Medical Devices name. EW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EW |
Edwards Lifesciences Corp
This page
|
6,670 | $603,368 |
All Filings in EW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,368 | 6,670 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $542,141 | 6,770 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $586,093 | 6,875 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $546,334 | 7,025 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $565,067 | 7,225 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $530,916 | 7,325 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $586,687 | 7,925 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $524,620 | 7,950 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $685,847 | 7,425 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||