Position in MDT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,946,952
-$876,101 QoQ
Shares Held
63,236
-5.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#574
of 2,100 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $7,453,852 across 8 Medical Devices names. MDT ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
63,236 | $4,946,952 | |
| 2 | ABT |
Abbott Laboratories
|
15,256 | $1,384,329 | |
| 3 | GEHC |
GE HealthCare Technologies Inc.
|
13,604 | $870,792 | |
| 4 | SYK |
Stryker Corp
|
665 | $209,368 | |
| 5 | BSX |
Boston Scientific Corp
|
662 | $28,254 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
90 | $7,748 | |
| 7 | STE |
STERIS plc
|
24 | $5,053 | |
| 8 | EW |
Edwards Lifesciences Corp
|
15 | $1,356 |
All Filings in MDT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,946,952 | 63,236 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,823,053 | 67,202 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,494,520 | 67,609 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,811,755 | 71,522 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $6,099,895 | 69,977 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,206,091 | 69,064 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,586,257 | 19,858 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,858,939 | 20,648 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,624,495 | 20,639 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,791,629 | 20,558 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,538,116 | 18,671 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,527,784 | 19,497 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,516,905 | 17,218 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,575,717 | 19,545 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,457,716 | 18,756 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,683,314 | 20,846 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,947,575 | 21,700 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,149,656 | 19,375 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $2,494,214 | 19,898 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,453,305 | 19,764 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $1,969,240 | 16,811 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $1,582,597 | 15,229 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,385,403 | 15,108 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,331,778 | 14,768 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||