Position in MDT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,244,481
+$145,369 QoQ
Shares Held
156,519
+12.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#357
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, 2026Atria Investments, Inc holds $37,398,407 across 20 Medical Devices names. MDT ranks #1 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
156,519 | $12,244,481 | |
| 2 | ABT |
Abbott Laboratories
|
84,367 | $7,655,461 | |
| 3 | SYK |
Stryker Corp
|
21,186 | $6,670,200 | |
| 4 | BSX |
Boston Scientific Corp
|
31,772 | $1,356,028 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
|
13,681 | $1,177,797 | |
| 6 | UFPT |
Ufp Technologies Inc
|
3,389 | $898,525 | |
| 7 | DXCM |
Dexcom Inc
|
12,923 | $870,364 | |
| 8 | STE |
STERIS plc
|
4,041 | $850,913 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,244,481 | 156,519 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,099,112 | 139,632 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,123,828 | 126,211 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,657,947 | 122,406 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,358,149 | 118,827 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,243,410 | 113,993 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $9,162,076 | 114,698 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,890,298 | 120,963 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $9,592,702 | 121,874 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,940,026 | 125,531 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $10,584,841 | 128,488 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,084,618 | 128,696 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $11,117,162 | 126,188 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,644,893 | 119,634 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,846,766 | 100,962 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,722,211 | 108,015 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $8,835,259 | 98,443 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,219,137 | 119,145 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $13,350,151 | 106,503 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $11,953,967 | 96,302 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $11,789,728 | 99,803 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $13,052,324 | 111,425 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,780,846 | 94,119 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $9,282,240 | 101,224 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $9,174,101 | 101,731 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||