Position in MDT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,123,346
+$936,879 QoQ
Shares Held
52,708
+43.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#615
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, 2026Avidian Wealth Enterprises, LLC holds $8,851,867 across 6 Medical Devices names. MDT ranks #1 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
52,708 | $4,123,346 | |
| 2 | ABT |
Abbott Laboratories
|
25,399 | $2,304,705 | |
| 3 | SYK |
Stryker Corp
|
5,521 | $1,738,231 | |
| 4 | BSX |
Boston Scientific Corp
|
6,650 | $283,822 | |
| 5 | EW |
Edwards Lifesciences Corp
|
3,007 | $272,013 | |
| 6 | ATEC |
Alphatec Holdings, Inc.
|
15,000 | $129,750 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,123,346 | 52,708 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,186,467 | 36,774 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,424,089 | 14,825 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,469,362 | 15,428 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,269,282 | 14,561 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,312,045 | 14,601 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $895,934 | 11,216 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,227,018 | 13,629 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $972,540 | 12,356 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,160,140 | 13,312 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,026,866 | 12,465 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,044,538 | 13,330 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,790,103 | 20,319 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,281,637 | 40,705 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,698,438 | 34,720 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,454,638 | 30,398 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,593,057 | 28,892 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,958,814 | 26,668 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $2,718,089 | 21,684 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,492,033 | 20,076 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,510,853 | 21,255 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $2,502,227 | 21,361 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,023,634 | 19,473 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $1,697,367 | 18,510 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,623,330 | 18,001 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||