Position in STE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$246,994
-$22,560 QoQ
Shares Held
1,173
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#580
of 822 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026AE Wealth Management LLC holds $13,702,853 across 13 Medical Devices names. STE ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
46,857 | $4,251,782 | |
| 2 | BSX |
Boston Scientific Corp
|
56,355 | $2,405,209 | |
| 3 | SYK |
Stryker Corp
|
6,680 | $2,103,118 | |
| 4 | MDT |
Medtronic plc
|
17,556 | $1,373,392 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
17,855 | $1,142,885 | |
| 6 | DXCM |
Dexcom Inc
|
11,627 | $783,067 | |
| 7 | EW |
Edwards Lifesciences Corp
|
4,840 | $437,815 | |
| 8 | PODD |
Insulet Corp
|
2,468 | $375,742 |
All Filings in STE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,994 | 1,173 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $269,554 | 1,219 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,038,416 | 4,096 | Shares | Other | 2026-01-26 | |
| 2023-12-31 | $1,307,008 | 5,945 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,029,738 | 4,693 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,049,531 | 4,665 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $886,200 | 4,633 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,149,510 | 6,224 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,174,103 | 7,061 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $722,143 | 3,503 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $805,819 | 3,333 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $821,021 | 3,373 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $633,063 | 3,099 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $631,690 | 3,062 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $562,487 | 2,953 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,333,792 | 7,037 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,252,534 | 7,109 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $986,926 | 6,432 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,433,852 | 10,244 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||