Position in OM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,021
+$1,987 QoQ
Shares Held
1,394
+32.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 93 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OM Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $5,749,494 across 82 Medical Devices names. OM ranks #44 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
15,711 | $1,425,610 | |
| 2 | SYK |
Stryker Corp
|
1,962 | $617,712 | |
| 3 | MDT |
Medtronic plc
|
7,246 | $566,850 | |
| 4 | STE |
STERIS plc
|
2,650 | $558,006 | |
| 5 | BSX |
Boston Scientific Corp
|
9,651 | $411,898 | |
| 6 | EW |
Edwards Lifesciences Corp
|
3,308 | $299,236 | |
| 7 | DXCM |
Dexcom Inc
|
3,638 | $245,016 | |
| 8 | PODD |
Insulet Corp
|
1,508 | $229,590 |
All Filings in OM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,021 | 1,394 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,034 | 1,051 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $927 | 250 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $621 | 44 | Shares | Sole | 2025-11-10 | |
| 2024-06-30 | $923 | 240 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $497 | 224 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,211 | 224 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||