Position in MDT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,034,173
+$6,463,585 QoQ
Shares Held
231,208
+63.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $174,771,393 across 43 Medical Devices names. MDT ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STE |
STERIS plc
|
210,675 | $46,586,562 | |
| 2 | ABT |
Abbott Laboratories
|
451,752 | $46,381,377 | |
| 3 | SYK |
Stryker Corp
|
76,454 | $25,122,019 | |
| 4 | MDT |
Medtronic plc
This page
|
231,208 | $20,034,173 | |
| 5 | BSX |
Boston Scientific Corp
|
90,594 | $5,684,773 | |
| 6 | EW |
Edwards Lifesciences Corp
|
56,646 | $4,536,211 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
51,091 | $3,636,657 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
35,597 | $3,218,680 |
All Filings in MDT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,034,173 | 231,208 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,570,588 | 141,272 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,811,494 | 134,518 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $11,245,191 | 129,003 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $11,026,001 | 122,702 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,784,385 | 97,451 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,128,141 | 101,390 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,080,536 | 115,367 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $10,451,028 | 119,920 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,204,865 | 172,431 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,942,359 | 177,927 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $14,248,941 | 161,736 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $12,613,079 | 156,451 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,289,840 | 145,263 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $13,530,470 | 167,560 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $10,882,367 | 121,252 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $12,436,052 | 112,087 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $12,185,273 | 97,210 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $11,143,522 | 89,773 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,081,125 | 110,735 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $37,713,691 | 321,954 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $29,558,589 | 284,436 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $29,662,015 | 323,468 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $27,870,309 | 309,052 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||