Position in STE
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,095,478
-$597,275 QoQ
Shares Held
4,954
-25.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026Envestnet Portfolio Solutions, Inc. holds $23,212,844 across 12 Medical Devices names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
73,993 | $5,788,472 | |
| 2 | ABT |
Abbott Laboratories
|
53,774 | $4,879,452 | |
| 3 | BSX |
Boston Scientific Corp
|
96,782 | $4,130,655 | |
| 4 | SYK |
Stryker Corp
|
10,436 | $3,285,670 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
29,259 | $1,872,868 | |
| 6 | BIO |
Bio-Rad Laboratories, Inc.
|
2,670 | $783,938 | |
| 7 | DXCM |
Dexcom Inc
|
8,024 | $540,416 | |
| 8 | TMDX |
TransMedics Group, Inc.
|
7,691 | $510,836 |
All Filings in STE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,095,478 | 4,954 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,692,753 | 6,677 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,939,682 | 7,839 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,109,612 | 8,782 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,166,547 | 9,559 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,716,064 | 13,213 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,817,814 | 19,864 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,918,354 | 22,403 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,264,160 | 23,415 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,984,878 | 22,674 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,357,900 | 19,861 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||