Position in EW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,307,433
+$624,074 QoQ
Shares Held
47,617
+3.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#347
of 1,315 holders
Holding Since
Mar 2020
26 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, 2026MONTAG A & ASSOCIATES INC holds $23,768,471 across 12 Medical Devices names. EW ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
34,949 | $11,003,343 | |
| 2 | ABT |
Abbott Laboratories
|
82,141 | $7,453,474 | |
| 3 | EW |
Edwards Lifesciences Corp
This page
|
47,617 | $4,307,433 | |
| 4 | MDT |
Medtronic plc
|
7,694 | $601,901 | |
| 5 | STE |
STERIS plc
|
1,200 | $252,684 | |
| 6 | BSX |
Boston Scientific Corp
|
2,680 | $114,382 | |
| 7 | PHG |
Koninklijke Philips NV
|
512 | $13,921 | |
| 8 | SNN |
Smith & Nephew PLC
|
459 | $13,223 |
All Filings in EW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,307,433 | 47,617 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,683,359 | 45,996 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,921,159 | 45,996 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,889,044 | 50,007 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,911,047 | 50,007 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,624,507 | 50,007 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,706,460 | 50,067 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,428,378 | 51,953 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,798,898 | 51,953 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,964,628 | 51,953 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,961,416 | 51,953 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,613,714 | 52,161 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,503,117 | 58,339 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,113,541 | 61,810 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,848,754 | 64,988 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $9,337,355 | 113,002 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,984,545 | 105,001 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $12,414,515 | 105,458 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $13,962,899 | 107,780 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $12,262,680 | 108,318 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $9,803,832 | 94,659 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $7,957,844 | 95,144 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,023,650 | 98,911 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,513,536 | 94,131 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,366,274 | 92,118 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $5,714,428 | 30,296 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||