Position in STE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$252,894
+$33,976 QoQ
Shares Held
1,201
+21.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#573
of 822 holders
Holding Since
Sep 2022
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in STE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Perigon Wealth Management, LLC holds $10,937,737 across 11 Medical Devices names. STE ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
43,168 | $3,917,064 | |
| 2 | SYK |
Stryker Corp
|
4,791 | $1,508,398 | |
| 3 | TMDX |
TransMedics Group, Inc.
|
21,964 | $1,458,848 | |
| 4 | MDT |
Medtronic plc
|
16,891 | $1,321,382 | |
| 5 | BSX |
Boston Scientific Corp
|
20,692 | $883,134 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
9,427 | $603,422 | |
| 7 | EW |
Edwards Lifesciences Corp
|
6,349 | $574,330 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
3,251 | $279,878 |
All Filings in STE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,894 | 1,201 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $218,918 | 990 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $466,476 | 1,840 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $329,837 | 1,333 | Shares | Sole | 2025-10-17 | |
| 2022-09-30 | $559,199 | 3,363 | Shares | Sole | 2022-12-13 | |
| No filing history on record for this holder in this stock. | ||||||