Position in MDT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$695,308
-$42,863 QoQ
Shares Held
8,888
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,213
of 2,114 holders
Holding Since
Jun 2020
22 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, 2026Transamerica Financial Advisors, LLC holds $1,526,882 across 46 Medical Devices names. MDT ranks #1 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
8,888 | $695,308 | |
| 2 | ABT |
Abbott Laboratories
|
3,784 | $343,360 | |
| 3 | ZBH |
Zimmer Biomet Holdings, Inc.
|
1,480 | $127,413 | |
| 4 | SYK |
Stryker Corp
|
391 | $123,102 | |
| 5 | BSX |
Boston Scientific Corp
|
2,299 | $98,121 | |
| 6 | EW |
Edwards Lifesciences Corp
|
365 | $33,017 | |
| 7 | UFPT |
Ufp Technologies Inc
|
122 | $32,345 | |
| 8 | DXCM |
Dexcom Inc
|
326 | $21,956 |
All Filings in MDT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $695,308 | 8,888 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $738,171 | 8,519 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $704,792 | 7,337 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $790,682 | 8,302 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $639,914 | 7,341 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $777,019 | 8,647 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $711,251 | 8,904 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $682,967 | 7,586 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $532,945 | 6,771 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $590,092 | 6,771 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $545,273 | 6,619 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $587,621 | 7,499 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $682,598 | 7,748 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $546,522 | 6,779 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $493,599 | 6,351 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $478,524 | 5,926 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $510,946 | 5,693 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $372 | 3 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $472 | 4 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $468 | 4 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $415 | 4 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $183,583 | 2,002 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||