Position in SMTI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,631
+$2,018 QoQ
Shares Held
154
+63.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 75 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMTI Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,245,309 across 36 Medical Instruments & Supplies names. SMTI ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,563 | $621,568 | |
| 2 | COO |
Cooper Companies, Inc.
|
5,825 | $417,706 | |
| 3 | BDX |
Becton Dickinson & Co
|
2,729 | $412,973 | |
| 4 | ALGN |
Align Technology Inc
|
1,519 | $256,190 | |
| 5 | RMD |
Resmed Inc
|
1,164 | $226,837 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
511 | $183,449 | |
| 7 | BAX |
Baxter International Inc
|
7,348 | $156,655 | |
| 8 | LMAT |
Lemaitre Vascular Inc
|
1,485 | $142,499 |
All Filings in SMTI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,631 | 154 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,613 | 94 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $23 | 1 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $507 | 16 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $198 | 7 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $401 | 13 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $33 | 1 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||