Position in MDT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$691,474
+$8,239 QoQ
Shares Held
8,839
+12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,213
of 2,103 holders
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 Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $7,828,553 across 6 Medical Devices names. MDT ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
18,170 | $5,720,642 | |
| 2 | ABT |
Abbott Laboratories
|
9,010 | $817,567 | |
| 3 | MDT |
Medtronic plc
This page
|
8,839 | $691,474 | |
| 4 | BSX |
Boston Scientific Corp
|
8,467 | $361,371 | |
| 5 | EW |
Edwards Lifesciences Corp
|
2,434 | $220,179 | |
| 6 | VVOS |
Vivos Therapeutics, Inc.
|
38,066 | $17,320 |
All Filings in MDT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,474 | 8,839 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $683,235 | 7,885 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $754,647 | 7,856 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $765,634 | 8,039 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,030,349 | 11,820 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $2,181,363 | 27,308 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,633,107 | 29,247 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $2,586,646 | 32,863 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,526,786 | 40,468 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,609,468 | 31,676 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $3,171,072 | 40,468 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $3,179,264 | 36,087 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,712,379 | 33,644 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,483,853 | 31,959 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $2,693,980 | 33,362 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $2,818,059 | 31,399 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $3,707,947 | 33,420 | Shares | Other | 2022-05-02 | |
| 2021-09-30 | $4,878,120 | 38,916 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $4,580,893 | 36,904 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $4,188,651 | 35,458 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $3,384,990 | 28,897 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $3,959,764 | 38,104 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $2,476,998 | 27,012 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,305,900 | 25,570 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||