Position in MDT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,228,897
-$247,913 QoQ
Shares Held
25,723
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99.41686428488123.ToString("F0")%
Shared 0.5831357151187653.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Evercore Wealth Management, LLC holds $22,545,052 across 7 Medical Devices names. MDT ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
30,029 | $9,867,228 | |
| 2 | ABT |
Abbott Laboratories
|
87,823 | $9,016,786 | |
| 3 | MDT |
Medtronic plc
This page
|
25,723 | $2,228,897 | |
| 4 | STE |
STERIS plc
|
3,696 | $817,296 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
|
3,174 | $286,993 | |
| 6 | EW |
Edwards Lifesciences Corp
|
2,658 | $212,852 | |
| 7 | LAB |
Standard Biotools Inc.
|
125,000 | $115,000 |
All Filings in MDT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,228,897 | 25,723 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,476,810 | 25,784 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,456,620 | 25,794 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,360,476 | 27,079 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,293,316 | 25,521 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,112,905 | 26,451 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,418,295 | 26,861 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,101,635 | 26,701 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,302,153 | 26,416 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,188,753 | 26,569 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,172,765 | 27,728 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,834,176 | 32,170 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,540,819 | 31,516 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,425,951 | 31,214 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,760,195 | 34,182 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,001,867 | 33,447 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,772,743 | 34,004 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $4,440,272 | 35,423 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,397,056 | 35,423 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,240,039 | 35,893 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,072,254 | 34,764 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,824,671 | 36,804 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,504,773 | 38,220 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,607,740 | 40,006 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||