Position in HAE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,181,475
+$1,965,062 QoQ
Shares Held
55,753
+41.8% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 329 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HAE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,563,669,435 across 43 Medical Devices names. HAE ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
6,173,570 | $482,958,381 | |
| 2 | ABT |
Abbott Laboratories
|
3,956,395 | $359,003,282 | |
| 3 | SYK |
Stryker Corp
|
650,461 | $204,791,141 | |
| 4 | EW |
Edwards Lifesciences Corp
|
740,002 | $66,940,580 | |
| 5 | BSX |
Boston Scientific Corp
|
1,458,786 | $62,260,986 | |
| 6 | STE |
STERIS plc
|
252,070 | $53,078,379 | |
| 7 | DXCM |
Dexcom Inc
|
759,743 | $51,168,691 | |
| 8 | PHG |
Koninklijke Philips NV
|
1,297,945 | $35,291,124 |
All Filings in HAE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,181,475 | 55,753 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,216,413 | 39,326 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,046,550 | 25,534 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,958,080 | 40,174 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,972,163 | 39,836 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,542,658 | 55,746 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,753,149 | 48,068 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,524,743 | 43,851 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,450,833 | 41,712 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,085,914 | 36,156 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,057,666 | 35,758 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,018,935 | 33,701 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,338,795 | 27,470 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,091,480 | 406,531 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,226,738 | 28,312 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,016,133 | 27,234 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,576,639 | 24,189 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,562,545 | 24,716 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $811,458 | 15,299 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,142,781 | 16,189 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,277,822 | 19,175 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,393,797 | 30,572 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,541,600 | 29,824 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,118,342 | 24,279 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,445,408 | 16,139 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,341,822 | 13,464 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||