Position in MDT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,205,609
-$835,062 QoQ
Shares Held
106,239
+1.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 2.3070623782226867.ToString("F0")%
Shared 0.ToString("F0")%
None 97.6929376217773.ToString("F0")%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Waverly Advisors, LLC holds $68,136,624 across 14 Medical Devices names. MDT ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
45,828 | $15,058,622 | |
| 2 | ABT |
Abbott Laboratories
|
128,054 | $13,147,304 | |
| 3 | BSX |
Boston Scientific Corp
|
162,989 | $10,227,559 | |
| 4 | MDT |
Medtronic plc
This page
|
106,239 | $9,205,609 | |
| 5 | STE |
STERIS plc
|
34,788 | $7,692,670 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
49,061 | $3,492,161 | |
| 7 | DXCM |
Dexcom Inc
|
54,733 | $3,437,232 | |
| 8 | EW |
Edwards Lifesciences Corp
|
33,583 | $2,689,326 |
All Filings in MDT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||