Position in PDEX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$49
+$11 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PDEX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $3,961,747 across 39 Medical Instruments & Supplies names. PDEX ranks #39 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
2,080 | $958,851 | |
| 2 | BDX |
Becton Dickinson & Co
|
4,192 | $659,100 | |
| 3 | COO |
Cooper Companies, Inc.
|
5,297 | $378,733 | |
| 4 | ALGN |
Align Technology Inc
|
1,752 | $300,337 | |
| 5 | RMD |
Resmed Inc
|
1,154 | $259,043 | |
| 6 | ALC |
Alcon Inc
|
2,852 | $214,894 | |
| 7 | ATR |
Aptargroup, Inc.
|
1,491 | $187,891 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
630 | $157,896 |
All Filings in PDEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49 | 1 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $38 | 1 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $33 | 1 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||