Position in STE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$668,138
+$108,901 QoQ
Shares Held
3,173
+25.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#420
of 822 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $43,109,610 across 18 Medical Devices names. STE ranks #10 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
182,055 | $16,519,670 | |
| 2 | MDT |
Medtronic plc
|
98,948 | $7,740,702 | |
| 3 | SYK |
Stryker Corp
|
17,817 | $5,609,504 | |
| 4 | EW |
Edwards Lifesciences Corp
|
28,155 | $2,546,901 | |
| 5 | BSX |
Boston Scientific Corp
|
58,212 | $2,484,488 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
18,538 | $1,595,936 | |
| 7 | GMED |
Globus Medical Inc
|
15,185 | $1,199,766 | |
| 8 | TMDX |
TransMedics Group, Inc.
|
15,062 | $1,000,418 |
All Filings in STE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,138 | 3,173 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $559,237 | 2,529 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $796,813 | 3,143 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $782,157 | 3,161 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $534,489 | 2,225 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $556,199 | 2,454 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $247,875 | 1,022 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $204,391 | 931 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||