Position in MDT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$858,008
-$155,905 QoQ
Shares Held
9,902
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $11,029,250 across 8 Medical Devices names. MDT ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
45,692 | $4,691,197 | |
| 2 | SYK |
Stryker Corp
|
6,218 | $2,043,172 | |
| 3 | BSX |
Boston Scientific Corp
|
22,180 | $1,391,795 | |
| 4 | EW |
Edwards Lifesciences Corp
|
11,173 | $894,733 | |
| 5 | MDT |
Medtronic plc
This page
|
9,902 | $858,008 | |
| 6 | PEN |
Penumbra Inc
|
2,466 | $809,760 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
3,396 | $241,727 | |
| 8 | CATX |
Perspective Therapeutics, Inc.
|
23,707 | $98,858 |
All Filings in MDT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $858,008 | 9,902 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,013,913 | 10,555 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $991,734 | 10,413 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $947,625 | 10,871 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $993,402 | 11,055 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $786,818 | 9,850 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $875,901 | 9,729 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $949,085 | 12,058 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,154,737 | 13,250 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,106,033 | 13,426 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,216,774 | 15,528 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,298,329 | 14,737 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,197,126 | 14,849 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $948,106 | 12,199 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $895,033 | 11,084 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,077,000 | 12,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,195,042 | 10,771 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $1,424,978 | 11,368 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,419,054 | 11,432 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,027,967 | 8,702 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $687,963 | 5,873 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $386,998 | 3,724 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $308,020 | 3,359 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $239,968 | 2,661 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||