Position in STE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$431,457
+$118,116 QoQ
Shares Held
2,049
+44.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#483
of 822 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in STE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $97,925,250 across 20 Medical Devices names. STE ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
243,288 | $76,596,793 | |
| 2 | ABT |
Abbott Laboratories
|
79,164 | $7,183,341 | |
| 3 | EW |
Edwards Lifesciences Corp
|
37,702 | $3,410,522 | |
| 4 | MDT |
Medtronic plc
|
31,445 | $2,459,942 | |
| 5 | BSX |
Boston Scientific Corp
|
40,819 | $1,742,154 | |
| 6 | TMDX |
TransMedics Group, Inc.
|
15,401 | $1,022,934 | |
| 7 | GMED |
Globus Medical Inc
|
11,993 | $947,566 | |
| 8 | LIVN |
LivaNova PLC
|
11,185 | $919,742 |
All Filings in STE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,457 | 2,049 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $313,341 | 1,417 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $720,250 | 2,841 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $226,527 | 943 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $213,051 | 940 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $207,821 | 1,011 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $204,218 | 842 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||