Position in MDT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$29,212,487
-$2,148,989 QoQ
Shares Held
337,132
+3.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.9468129599473203.ToString("F0")%
Shared 0.ToString("F0")%
None 99.05318704005268.ToString("F0")%
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
$27,510
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 Mar 31, 2026Creative Planning holds $341,583,872 across 64 Medical Devices names. MDT ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,151,073 | $118,180,664 | |
| 2 | SYK |
Stryker Corp
|
121,172 | $39,815,907 | |
| 3 | EW |
Edwards Lifesciences Corp
|
436,167 | $34,928,253 | |
| 4 | MDT |
Medtronic plc
This page
|
337,132 | $29,212,487 | |
| 5 | BSX |
Boston Scientific Corp
|
397,852 | $24,965,212 | |
| 6 | STE |
STERIS plc
|
38,613 | $8,538,492 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
119,668 | $8,517,967 | |
| 8 | ITGR |
Integer Holdings Corp
|
91,899 | $8,087,112 |
All Filings in MDT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $27,510 | 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. | ||||||