Modera Wealth Management, LLC

Position in MDT — Medtronic plc

CIK 1542143 WESTWOOD, NJ

Position in MDT

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$247,559

-$1,524 QoQ

Shares Held

2,857

+10.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Modera Wealth Management, LLC holds $22,745,276 across 5 Medical Devices names.

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	40,817	$12,850,824
2	ABT	Abbott Laboratories	99,094	$8,991,789
3	ZBH	Zimmer Biomet Holdings, Inc.	4,943	$425,542
4	GEHC	GE HealthCare Technologies Inc.	4,089	$261,736
5	EW	Edwards Lifesciences Corp	2,381	$215,385

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$247,559	2,857	+10.2%	Shares	Sole	2026-05-06
2025-12-31	$249,083	2,593	-6.5%	Shares	Sole	2026-01-21
2025-09-30	$264,100	2,773	+0.7%	Shares	Sole	2025-10-31
2025-06-30	$240,066	2,754	-12.4%	Shares	Sole	2025-08-06
2025-03-31	$282,519	3,144	-21.0%	Shares	Sole	2025-05-08
2024-12-31	$318,002	3,981	+23.6%	Shares	Sole	2025-02-06
2024-09-30	$289,986	3,221	+23.2%	Shares	Sole	2024-10-24
2024-06-30	$205,826	2,615	-10.6%	Shares	Sole	2024-07-29
2024-03-31	$254,913	2,925	-6.6%	Shares	Sole	2024-05-14
2023-12-31	$257,931	3,131	-11.5%	Shares	Sole	2024-02-14
2023-09-30	$277,159	3,537	+3.9%	Shares	Sole	2023-11-30
2023-06-30	$299,892	3,404	+29.5%	Shares	Sole	2023-08-07
2022-09-30	$212,211	2,628	+3.5%	Shares	Sole	2022-11-01
2022-06-30	$227,965	2,540	+7.9%	Shares	Sole	2022-07-27
2022-03-31	$261,065	2,353	-4.5%	Shares	Sole	2022-05-03
2021-09-30	$308,737	2,463	+36.1%	Shares	Sole	2021-11-04
2021-06-30	$224,675	1,810	-10.0%	Shares	Sole	2021-08-02
2021-03-31	$237,559	2,011	-34.2%	Shares	Sole	2021-04-29
2020-12-31	$357,979	3,056	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.