Position in IRIX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$40,858
-$17,246 QoQ
Shares Held
35,529
-38.2% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 29 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRIX Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $79,548,568 across 13 Medical Devices names. IRIX ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
527,850 | $41,293,705 | |
| 2 | ABT |
Abbott Laboratories
|
190,899 | $17,322,175 | |
| 3 | SYK |
Stryker Corp
|
24,033 | $7,566,549 | |
| 4 | STE |
STERIS plc
|
25,242 | $5,315,207 | |
| 5 | EW |
Edwards Lifesciences Corp
|
19,972 | $1,806,667 | |
| 6 | BSX |
Boston Scientific Corp
|
40,446 | $1,726,235 | |
| 7 | DXCM |
Dexcom Inc
|
19,104 | $1,286,654 | |
| 8 | PODD |
Insulet Corp
|
8,086 | $1,231,093 |
All Filings in IRIX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,858 | 35,529 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $58,104 | 57,529 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $74,703 | 65,529 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||