Position in MDT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,380,083
-$1,851,497 QoQ
Shares Held
43,207
-28.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#667
of 2,102 holders
Holding Since
Sep 2020
23 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 Jun 30, 2026J.W. COLE ADVISORS, INC. holds $12,737,938 across 9 Medical Devices names. MDT ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
43,514 | $3,948,460 | |
| 2 | MDT |
Medtronic plc
This page
|
43,207 | $3,380,083 | |
| 3 | SYK |
Stryker Corp
|
9,201 | $2,896,842 | |
| 4 | EW |
Edwards Lifesciences Corp
|
10,390 | $939,879 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
12,479 | $798,780 | |
| 6 | BSX |
Boston Scientific Corp
|
6,896 | $294,321 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
2,900 | $249,661 | |
| 8 | HAE |
Haemonetics Corp
|
2,903 | $217,725 |
All Filings in MDT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,380,083 | 43,207 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,231,580 | 60,376 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,907,816 | 40,681 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,432,469 | 46,540 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,217,691 | 25,441 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,672,923 | 18,617 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $781,066 | 9,778 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $850,783 | 9,450 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,099,106 | 13,964 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,498,718 | 17,197 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,448,075 | 17,578 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $696,071 | 8,883 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $742,242 | 8,425 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $631,899 | 7,838 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $507,744 | 6,533 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $569,449 | 7,052 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $655,534 | 7,304 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $727,055 | 6,553 | Shares | Sole | 2022-06-10 | |
| 2021-09-30 | $780,429 | 6,226 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $758,558 | 6,111 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $683,382 | 5,785 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $665,940 | 5,685 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,963,984 | 18,899 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||