Position in EW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,385,068
+$285,931 QoQ
Shares Held
26,366
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#438
of 1,313 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $2,894,466 across 8 Medical Devices names. EW ranks #1 (82.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EW |
Edwards Lifesciences Corp
This page
|
26,366 | $2,385,068 | |
| 2 | ABT |
Abbott Laboratories
|
2,606 | $236,468 | |
| 3 | DXCM |
Dexcom Inc
|
1,300 | $87,555 | |
| 4 | GKOS |
GLAUKOS Corp
|
500 | $69,880 | |
| 5 | MDT |
Medtronic plc
|
872 | $68,216 | |
| 6 | BIO |
Bio-Rad Laboratories, Inc.
|
100 | $29,361 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
219 | $14,018 | |
| 8 | MBOT |
Microbot Medical Inc.
|
2,000 | $3,900 |
All Filings in EW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,385,068 | 26,366 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,099,137 | 26,213 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,210,276 | 25,927 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,126,853 | 27,348 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,185,813 | 27,948 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,952,103 | 26,933 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,993,035 | 26,922 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||