Position in MDT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$56,403
-$43,244 QoQ
Shares Held
721
-37.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,877
of 2,103 holders
Holding Since
Mar 2020
25 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,436,291 across 8 Medical Devices names. MDT ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
1,958 | $616,456 | |
| 2 | EW |
Edwards Lifesciences Corp
|
3,393 | $306,930 | |
| 3 | ABT |
Abbott Laboratories
|
3,173 | $287,918 | |
| 4 | ZBH |
Zimmer Biomet Holdings, Inc.
|
778 | $66,978 | |
| 5 | MDT |
Medtronic plc
This page
|
721 | $56,403 | |
| 6 | BSX |
Boston Scientific Corp
|
1,178 | $50,277 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
776 | $49,671 | |
| 8 | VREX |
Varex Imaging Corp
|
159 | $1,658 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,403 | 721 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $99,647 | 1,150 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $126,991 | 1,322 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $135,431 | 1,422 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $155,598 | 1,785 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $160,400 | 1,785 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $142,585 | 1,785 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $163,224 | 1,813 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $247,228 | 3,141 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $266,766 | 3,061 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $244,998 | 2,974 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $242,994 | 3,101 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $277,603 | 3,151 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $254,033 | 3,151 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $244,895 | 3,151 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $409,564 | 5,072 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $462,571 | 5,154 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $596,689 | 5,378 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $658,839 | 5,256 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $664,467 | 5,353 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $632,349 | 5,353 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $639,467 | 5,459 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $649,811 | 6,253 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $498,664 | 5,438 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $435,389 | 4,828 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||