Position in SERA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$90,388
-$10,429 QoQ
Shares Held
49,664
0.0% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 46 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SERA Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Ballentine Partners, LLC holds $10,664,919 across 15 Medical Devices names. SERA ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
36,598 | $3,320,900 | |
| 2 | SYK |
Stryker Corp
|
5,565 | $1,752,083 | |
| 3 | MDT |
Medtronic plc
|
13,573 | $1,061,813 | |
| 4 | BSX |
Boston Scientific Corp
|
23,186 | $989,577 | |
| 5 | PHG |
Koninklijke Philips NV
|
25,873 | $703,486 | |
| 6 | TXG |
10x Genomics, Inc.
|
15,455 | $592,544 | |
| 7 | EW |
Edwards Lifesciences Corp
|
6,378 | $576,952 | |
| 8 | STE |
STERIS plc
|
1,724 | $363,022 |
All Filings in SERA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,388 | 49,664 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $100,817 | 49,664 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $146,508 | 49,664 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $151,971 | 49,664 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $137,569 | 49,664 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $182,763 | 49,664 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $404,264 | 49,664 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $387,379 | 49,664 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $294,010 | 49,664 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||