Position in IRTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,397,272
+$4,349,021 QoQ
Shares Held
465,719
+7.7% QoQ
Ownership
1.41%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
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 Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $7,769,680,149 across 92 Medical Devices names. IRTC ranks #16 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
21,322,401 | $1,668,051,425 | |
| 2 | ABT |
Abbott Laboratories
|
17,672,543 | $1,603,606,548 | |
| 3 | SYK |
Stryker Corp
|
4,460,311 | $1,404,284,312 | |
| 4 | EW |
Edwards Lifesciences Corp
|
6,692,424 | $605,396,672 | |
| 5 | BSX |
Boston Scientific Corp
|
13,027,783 | $556,025,776 | |
| 6 | DXCM |
Dexcom Inc
|
3,163,604 | $213,068,725 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
3,249,771 | $208,017,839 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
2,177,724 | $187,480,255 |
All Filings in IRTC
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,397,272 | 465,719 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||