Position in MDT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,135,699
-$69,910 QoQ
Shares Held
116,780
+9.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#422
of 2,109 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Waverly Advisors, LLC holds $63,053,306 across 13 Medical Devices names. MDT ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
43,388 | $13,660,277 | |
| 2 | ABT |
Abbott Laboratories
|
137,186 | $12,448,257 | |
| 3 | MDT |
Medtronic plc
This page
|
116,780 | $9,135,699 | |
| 4 | BSX |
Boston Scientific Corp
|
164,689 | $7,028,926 | |
| 5 | STE |
STERIS plc
|
32,456 | $6,834,259 | |
| 6 | DXCM |
Dexcom Inc
|
64,920 | $4,372,362 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
55,905 | $3,578,478 | |
| 8 | EW |
Edwards Lifesciences Corp
|
31,413 | $2,841,619 |
All Filings in MDT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,135,699 | 116,780 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,205,609 | 106,239 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,040,671 | 104,525 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,173,246 | 54,318 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,887,214 | 79,009 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,116,912 | 79,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,110,349 | 26,419 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $893,817 | 9,928 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $663,525 | 8,430 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $530,917 | 6,092 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $437,273 | 5,308 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $256,550 | 3,274 | Shares | Other | 2023-11-14 | |
| 2022-03-31 | $206,255 | 1,859 | Shares | Other | 2022-05-17 | |
| 2021-09-30 | $272,009 | 2,170 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $196,994 | 1,587 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $263,311 | 2,229 | Shares | Sole | 2021-05-24 | |
| No filing history on record for this holder in this stock. | ||||||