Position in STE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,105
-$430 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#776
of 822 holders
Holding Since
Dec 2025
2 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, 2026Lodestone Wealth Management LLC holds $426,337 across 9 Medical Devices names. STE ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLPT |
ClearPoint Neuro, Inc.
|
11,098 | $197,988 | |
| 2 | ABT |
Abbott Laboratories
|
1,158 | $105,076 | |
| 3 | SYK |
Stryker Corp
|
210 | $66,116 | |
| 4 | MDT |
Medtronic plc
|
284 | $22,217 | |
| 5 | PRCT |
PROCEPT BioRobotics Corp
|
672 | $15,173 | |
| 6 | BSX |
Boston Scientific Corp
|
221 | $9,432 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
51 | $4,390 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
60 | $3,840 |
All Filings in STE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,105 | 10 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $2,535 | 10 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||