Position in STXS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$470
-$99 QoQ
Shares Held
275
-11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 108 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STXS Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,245,309 across 36 Medical Instruments & Supplies names. STXS ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,563 | $621,568 | |
| 2 | COO |
Cooper Companies, Inc.
|
5,825 | $417,706 | |
| 3 | BDX |
Becton Dickinson & Co
|
2,729 | $412,973 | |
| 4 | ALGN |
Align Technology Inc
|
1,519 | $256,190 | |
| 5 | RMD |
Resmed Inc
|
1,164 | $226,837 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
511 | $183,449 | |
| 7 | BAX |
Baxter International Inc
|
7,348 | $156,655 | |
| 8 | LMAT |
Lemaitre Vascular Inc
|
1,485 | $142,499 |
All Filings in STXS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470 | 275 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $569 | 310 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $740 | 322 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,001 | 322 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $701 | 331 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $176 | 100 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||