Position in MDT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$326,375
-$120,219 QoQ
Shares Held
4,172
-19.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,544
of 2,098 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $1,780,257 across 29 Medical Devices names. MDT ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
11,798 | $1,070,550 | |
| 2 | MDT |
Medtronic plc
This page
|
4,172 | $326,375 | |
| 3 | SYK |
Stryker Corp
|
732 | $230,462 | |
| 4 | BSX |
Boston Scientific Corp
|
1,200 | $51,216 | |
| 5 | STE |
STERIS plc
|
81 | $17,056 | |
| 6 | EW |
Edwards Lifesciences Corp
|
165 | $14,925 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
205 | $13,122 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
118 | $10,158 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,375 | 4,172 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $446,594 | 5,154 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $499,223 | 5,197 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $593,726 | 6,234 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $386,511 | 4,434 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $354,767 | 3,948 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $198,741 | 2,488 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $214,541 | 2,383 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $69,973 | 889 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $76,256 | 875 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $72,329 | 878 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $71,934 | 918 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $76,558 | 869 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $65,382 | 811 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $67,383 | 867 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $75,097 | 930 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $82,390 | 918 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $110,506 | 996 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $163,080 | 1,301 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $36,370 | 293 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $34,612 | 293 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $34,322 | 293 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $19,640 | 189 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $28,518 | 311 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $17,044 | 189 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||