Position in MDT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$684,981
-$1,012,491 QoQ
Shares Held
8,756
-55.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,219
of 2,103 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 47%
Shared 53%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $11,225,525 across 18 Medical Devices names. MDT ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
8,735 | $2,750,127 | |
| 2 | ABT |
Abbott Laboratories
|
19,762 | $1,793,203 | |
| 3 | GKOS |
GLAUKOS Corp
|
4,956 | $692,650 | |
| 4 | MDT |
Medtronic plc
This page
|
8,756 | $684,981 | |
| 5 | PEN |
Penumbra Inc
|
2,143 | $676,652 | |
| 6 | PHG |
Koninklijke Philips NV
|
20,336 | $552,935 | |
| 7 | EW |
Edwards Lifesciences Corp
|
5,956 | $538,779 | |
| 8 | PODD |
Insulet Corp
|
3,202 | $487,504 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,981 | 8,756 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $1,697,472 | 19,590 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,578,073 | 16,428 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,597,174 | 16,770 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $1,310,513 | 15,034 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,277,449 | 14,216 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,058,569 | 13,252 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,235,121 | 13,719 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $899,024 | 11,422 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $844,134 | 9,686 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $729,721 | 8,858 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $861,489 | 10,994 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,298,065 | 14,734 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $798,863 | 9,909 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $487,770 | 6,276 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $776,814 | 9,620 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $469,123 | 5,227 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,017,189 | 9,168 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $951,406 | 7,590 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $906,397 | 7,302 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $813,797 | 6,889 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $723,925 | 6,180 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $617,596 | 5,943 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $549,558 | 5,993 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $440,078 | 4,880 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||