Position in MDT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$80,180,665
-$6,022,047 QoQ
Shares Held
1,024,935
+3.0% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#132
of 2,098 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $333,873,438 across 8 Medical Devices names. MDT ranks #3 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,387,458 | $125,897,938 | |
| 2 | SYK |
Stryker Corp
|
371,302 | $116,900,721 | |
| 3 | MDT |
Medtronic plc
This page
|
1,024,935 | $80,180,665 | |
| 4 | EW |
Edwards Lifesciences Corp
|
51,018 | $4,615,088 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
46,035 | $2,946,700 | |
| 6 | DXCM |
Dexcom Inc
|
34,630 | $2,332,330 | |
| 7 | BSX |
Boston Scientific Corp
|
19,650 | $838,662 | |
| 8 | TMDX |
TransMedics Group, Inc.
|
2,429 | $161,334 |
All Filings in MDT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,180,665 | 1,024,935 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $86,202,712 | 994,838 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $96,025,226 | 999,638 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $93,466,059 | 981,374 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $84,264,623 | 966,670 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $86,191,106 | 959,171 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $71,419,589 | 894,086 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $29,347,889 | 325,979 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,610,581 | 325,379 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $27,563,714 | 316,279 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $26,153,837 | 317,478 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $394,071 | 4,473 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $17,736 | 220 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $17,098 | 220 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $17,765 | 220 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $19,745 | 220 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $24,409 | 220 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $25,070 | 200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $24,950 | 201 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $58,828 | 498 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $324,009 | 2,766 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $20,784 | 200 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $18,340 | 200 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $53,296 | 591 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||