Position in STE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,895
+$348 QoQ
Shares Held
9
+28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#781
of 822 holders
Holding Since
Mar 2026
2 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, 2026SHP Wealth Management holds $703,999 across 20 Medical Devices names. STE ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
2,679 | $243,092 | |
| 2 | SYK |
Stryker Corp
|
642 | $202,127 | |
| 3 | BSX |
Boston Scientific Corp
|
3,176 | $135,551 | |
| 4 | MDT |
Medtronic plc
|
663 | $51,866 | |
| 5 | DXCM |
Dexcom Inc
|
251 | $16,904 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
237 | $15,170 | |
| 7 | EW |
Edwards Lifesciences Corp
|
134 | $12,121 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
117 | $10,072 |
All Filings in STE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,895 | 9 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,547 | 7 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||