Position in IRTC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$51,048,251
-$11,902,134 QoQ
Shares Held
432,539
+21.9% QoQ
Ownership
1.32%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 65.06072284811312.ToString("F0")%
Shared 0.ToString("F0")%
None 34.939277151886884.ToString("F0")%
Common Shares in IRTC Over Time
Shares Held
Position Value (USD)
Derivatives in IRTC
reported options exposure · as of Jun 30, 2020CallValue
$231,780
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $9,233,942,756 across 89 Medical Devices names. IRTC ranks #15 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
26,015,003 | $2,254,200,007 | |
| 2 | ABT |
Abbott Laboratories
|
19,279,608 | $1,979,437,350 | |
| 3 | BSX |
Boston Scientific Corp
|
22,756,646 | $1,427,979,535 | |
| 4 | SYK |
Stryker Corp
|
4,113,757 | $1,351,739,409 | |
| 5 | EW |
Edwards Lifesciences Corp
|
3,883,419 | $310,984,191 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
4,132,740 | $294,168,429 | |
| 7 | STE |
STERIS plc
|
922,164 | $203,918,121 | |
| 8 | DXCM |
Dexcom Inc
|
2,933,726 | $184,237,991 |
All Filings in IRTC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,048,251 | 432,539 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $62,950,385 | 354,770 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $64,631,775 | 375,788 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $53,521,420 | 347,632 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $38,932,583 | 371,920 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,765,037 | 252,468 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $30,553,544 | 411,551 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $38,119,088 | 354,135 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $23,118,220 | 199,295 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $14,792,283 | 138,194 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,368,786 | 110,002 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,836,132 | 103,874 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $67,971,911 | 548,028 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $14,280,738 | 152,458 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $20,903,091 | 166,851 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $17,344,431 | 160,552 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $24,198,413 | 153,670 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $18,787,911 | 159,639 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $6,910,721 | 118,011 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,001,939 | 120,602 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $19,432,620 | 139,944 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $31,580,001 | 133,131 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $26,023,515 | 109,292 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $231,780 | 2,000 | Call | Defined | 2020-08-14 | |
| 2020-06-30 | $13,236,836 | 114,219 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $162,700 | 2,000 | Call | Defined | 2020-05-15 | |
| 2020-03-31 | $8,738,858 | 107,423 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||