Position in MDT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,459,942
-$91,640 QoQ
Shares Held
31,445
+6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#771
of 2,109 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $97,925,250 across 20 Medical Devices names. MDT ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
243,288 | $76,596,793 | |
| 2 | ABT |
Abbott Laboratories
|
79,164 | $7,183,341 | |
| 3 | EW |
Edwards Lifesciences Corp
|
37,702 | $3,410,522 | |
| 4 | MDT |
Medtronic plc
This page
|
31,445 | $2,459,942 | |
| 5 | BSX |
Boston Scientific Corp
|
40,819 | $1,742,154 | |
| 6 | TMDX |
TransMedics Group, Inc.
|
15,401 | $1,022,934 | |
| 7 | GMED |
Globus Medical Inc
|
11,993 | $947,566 | |
| 8 | LIVN |
LivaNova PLC
|
11,185 | $919,742 |
All Filings in MDT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,459,942 | 31,445 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,551,582 | 29,447 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,292,072 | 34,271 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $3,152,328 | 36,163 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,070,066 | 34,165 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,033,966 | 12,944 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,447,682 | 16,080 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $964,591 | 12,255 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $725,436 | 8,324 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $712,257 | 8,646 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,595,331 | 20,359 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,603,754 | 131,680 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,411,172 | 17,504 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $368,159 | 4,737 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $950,346 | 11,769 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $711,986 | 7,933 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $485,073 | 4,372 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $694,564 | 5,541 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $654,289 | 5,271 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $484,214 | 4,099 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $388,670 | 3,318 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $305,213 | 2,937 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $289,313 | 3,155 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $277,483 | 3,077 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||