Position in MDT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,790,224
+$6,577,737 QoQ
Shares Held
457,500
+35.7% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#215
of 2,103 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Derivatives in MDT
reported options exposure · as of Jun 30, 2020CallValue
$0
CallShares
0
PutValue
$1,000
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Jun 30, 2026Creative Planning holds $372,656,489 across 70 Medical Devices names. MDT ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,307,637 | $118,654,981 | |
| 2 | SYK |
Stryker Corp
|
136,568 | $42,997,068 | |
| 3 | EW |
Edwards Lifesciences Corp
|
444,046 | $40,168,401 | |
| 4 | MDT |
Medtronic plc
This page
|
457,500 | $35,790,224 | |
| 5 | BSX |
Boston Scientific Corp
|
510,100 | $21,771,067 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
116,228 | $10,006,068 | |
| 7 | ITGR |
Integer Holdings Corp
|
104,511 | $9,766,552 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
132,721 | $8,495,470 |
All Filings in MDT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,790,224 | 457,500 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $29,212,487 | 337,132 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $31,361,476 | 326,478 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,590,646 | 289,696 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,063,598 | 253,110 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $23,496,232 | 261,476 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $17,223,565 | 215,618 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $20,143,311 | 223,740 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $19,446,161 | 247,061 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $20,197,535 | 231,756 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $18,607,417 | 225,873 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $17,785,054 | 226,966 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $12,735,118 | 144,553 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $10,357,654 | 128,475 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,805,466 | 126,164 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,349,582 | 152,936 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,945,175 | 155,378 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,970,586 | 143,944 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $13,954,338 | 111,323 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $13,120,912 | 105,703 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,167,005 | 145,323 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $17,549,328 | 149,815 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $12,926,192 | 124,386 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $10,535,137 | 114,887 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $1,000 | 300 | Put | Sole | 2020-07-23 | |
| 2020-03-31 | $9,018 | 100 | Call | Sole | 2020-05-05 | |
| 2020-03-31 | $9,942,164 | 110,248 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||