Position in MDT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$41,293,705
-$3,984,732 QoQ
Shares Held
527,850
+1.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#198
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $79,548,568 across 13 Medical Devices names. MDT ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
527,850 | $41,293,705 | |
| 2 | ABT |
Abbott Laboratories
|
190,899 | $17,322,175 | |
| 3 | SYK |
Stryker Corp
|
24,033 | $7,566,549 | |
| 4 | STE |
STERIS plc
|
25,242 | $5,315,207 | |
| 5 | EW |
Edwards Lifesciences Corp
|
19,972 | $1,806,667 | |
| 6 | BSX |
Boston Scientific Corp
|
40,446 | $1,726,235 | |
| 7 | DXCM |
Dexcom Inc
|
19,104 | $1,286,654 | |
| 8 | PODD |
Insulet Corp
|
8,086 | $1,231,093 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,293,705 | 527,850 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $45,278,437 | 522,544 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $48,513,662 | 505,035 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $47,519,045 | 498,940 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $42,819,211 | 491,215 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $42,304,380 | 470,781 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $37,099,147 | 464,436 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $34,879,962 | 387,426 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $31,117,211 | 395,340 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $38,119,845 | 437,405 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $36,993,727 | 449,062 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $52,190,659 | 666,037 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $64,780,899 | 735,311 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $59,485,467 | 737,850 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $106,959,196 | 1,376,212 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $53,331,902 | 660,457 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $58,499,768 | 651,808 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $70,044,066 | 631,312 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $74,491,869 | 594,271 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $74,317,127 | 598,704 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $68,940,786 | 583,601 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $67,944,362 | 580,027 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $65,026,900 | 625,740 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $52,684,859 | 574,535 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $50,110,951 | 555,677 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||