Position in EW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$551,806
+$313,649 QoQ
Shares Held
6,100
+105.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#719
of 1,289 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, 2026Clearstead Advisors, LLC holds $27,208,696 across 73 Medical Devices names. EW ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
149,825 | $13,595,120 | |
| 2 | SYK |
Stryker Corp
|
18,390 | $5,789,907 | |
| 3 | MDT |
Medtronic plc
|
45,296 | $3,543,506 | |
| 4 | ZBH |
Zimmer Biomet Holdings, Inc.
|
11,189 | $963,261 | |
| 5 | BSX |
Boston Scientific Corp
|
13,244 | $565,253 | |
| 6 | EW |
Edwards Lifesciences Corp
This page
|
6,100 | $551,806 | |
| 7 | MYO |
Myomo, Inc.
|
425,609 | $442,633 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
6,199 | $396,797 |
All Filings in EW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,806 | 6,100 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $238,157 | 2,974 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $779,270 | 9,141 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $458,765 | 5,899 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $417,484 | 5,338 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $172,647 | 2,382 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $156,277 | 2,111 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $173,355 | 2,627 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $405,227 | 4,387 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $549,756 | 5,753 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $469,547 | 6,158 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $496,460 | 7,166 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $530,417 | 5,623 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $465,190 | 5,623 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $297,320 | 3,985 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $236,404 | 2,861 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $276,902 | 2,912 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $465,464 | 3,954 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $375,047 | 2,895 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $350,158 | 3,093 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $331,424 | 3,200 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $257,025 | 3,073 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $267,942 | 2,937 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $234,431 | 2,937 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $171,876 | 2,487 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $156,365 | 829 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||