HBK Sorce Advisory LLC

Position in MDT — Medtronic plc

CIK 1379995 ERIE, PA

Position in MDT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$938,838

-$135,795 QoQ

Shares Held

12,001

-3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,082

of 2,098 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

HBK Sorce Advisory LLC holds $4,801,529 across 8 Medical Devices names. MDT ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	18,404	$1,669,978
2	MDT	Medtronic plc This page	12,001	$938,838
3	STE	STERIS plc	3,445	$725,413
4	SYK	Stryker Corp	1,291	$406,458
5	GEHC	GE HealthCare Technologies Inc.	6,292	$402,750
6	BSX	Boston Scientific Corp	8,430	$359,792
7	EW	Edwards Lifesciences Corp	2,587	$234,020
8	TMCI	Treace Medical Concepts, Inc.	16,151	$64,280

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$938,838	12,001	-3.2%	Shares	Sole	2026-08-06
2026-03-31	$1,074,633	12,402	-0.2%	Shares	Sole	2026-05-11
2025-12-31	$1,194,217	12,432	-4.7%	Shares	Sole	2026-02-09
2025-09-30	$1,242,977	13,051	-10.1%	Shares	Sole	2025-10-16
2025-06-30	$1,265,795	14,521	-7.8%	Shares	Sole	2025-08-04
2025-03-31	$1,415,295	15,750	-3.1%	Shares	Sole	2025-04-23
2024-12-31	$1,298,848	16,260	-16.0%	Shares	Sole	2025-02-10
2024-09-30	$1,741,720	19,346	-8.0%	Shares	Sole	2024-11-12
2024-06-30	$1,655,900	21,038	-6.7%	Shares	Sole	2024-08-08
2024-03-31	$1,965,755	22,556	-3.5%	Shares	Sole	2024-05-09
2023-12-31	$1,926,538	23,386	+9.6%	Shares	Sole	2024-01-25
2023-09-30	$1,671,497	21,331	+0.2%	Shares	Sole	2023-11-06
2023-06-30	$1,875,296	21,286	+0.1%	Shares	Sole	2023-08-04
2023-03-31	$1,714,142	21,262	-14.1%	Shares	Sole	2023-08-15
2022-12-31	$1,924,347	24,760	+27.0%	Shares	Sole	2023-02-09
2022-09-30	$1,574,059	19,493	+25.2%	Shares	Sole	2022-11-14
2022-06-30	$1,396,869	15,564	-36.0%	Shares	Sole	2022-08-15
2022-03-31	$2,697,416	24,312	+9.5%	Shares	Sole	2022-05-13
2021-09-30	$2,782,393	22,197	+15.9%	Shares	Sole	2021-11-15
2021-06-30	$2,378,082	19,158	-0.7%	Shares	Sole	2021-08-12
2021-03-31	$2,280,027	19,301	+8.2%	Shares	Sole	2021-05-14
2020-12-31	$2,088,957	17,833	+44.5%	Shares	Sole	2021-02-12
2020-09-30	$1,282,164	12,338	+110.0%	Shares	Sole	2020-11-13
2020-06-30	$538,737	5,875	-29.7%	Shares	Sole	2020-08-14
2020-03-31	$753,904	8,360	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.