Position in MDT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$713,535
-$13,805 QoQ
Shares Held
9,121
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,195
of 2,100 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026United Asset Strategies, Inc. holds $18,134,502 across 2 Medical Devices names. MDT ranks #2 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EW |
Edwards Lifesciences Corp
|
192,582 | $17,420,967 | |
| 2 | MDT |
Medtronic plc
This page
|
9,121 | $713,535 |
All Filings in MDT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $713,535 | 9,121 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $727,340 | 8,394 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $737,740 | 7,680 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $725,443 | 7,617 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $660,138 | 7,573 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $744,040 | 8,280 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $656,134 | 8,214 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $751,300 | 8,345 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $8,378,443 | 106,447 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $8,288,400 | 95,105 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,924,275 | 71,914 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $6,679,954 | 85,247 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,283,579 | 82,674 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $6,481,767 | 80,399 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $5,734,881 | 73,789 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $8,372,240 | 103,681 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $9,020,952 | 100,512 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,928,464 | 98,499 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $12,139,771 | 96,847 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $11,628,498 | 93,680 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $10,947,697 | 92,675 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $10,718,544 | 91,502 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $9,401,434 | 90,468 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $8,476,839 | 92,441 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $8,392,691 | 93,066 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||