Position in MDT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,321,382
-$72,643 QoQ
Shares Held
16,891
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#946
of 2,103 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Perigon Wealth Management, LLC holds $10,937,737 across 11 Medical Devices names. MDT ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
43,168 | $3,917,064 | |
| 2 | SYK |
Stryker Corp
|
4,791 | $1,508,398 | |
| 3 | TMDX |
TransMedics Group, Inc.
|
21,964 | $1,458,848 | |
| 4 | MDT |
Medtronic plc
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|
16,891 | $1,321,382 | |
| 5 | BSX |
Boston Scientific Corp
|
20,692 | $883,134 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
9,427 | $603,422 | |
| 7 | EW |
Edwards Lifesciences Corp
|
6,349 | $574,330 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
3,251 | $279,878 |
All Filings in MDT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,321,382 | 16,891 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,394,025 | 16,088 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,713,422 | 17,837 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,749,177 | 18,366 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,292,818 | 14,831 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,234,227 | 13,735 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,021,026 | 12,782 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,055,151 | 11,720 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $896,506 | 11,390 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,231,690 | 14,133 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,012,944 | 12,296 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,012,254 | 12,918 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,118,693 | 12,698 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,036,208 | 12,853 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $972,821 | 12,517 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $438,634 | 5,432 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $466,520 | 5,198 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $553,196 | 4,986 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $458,404 | 3,657 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $481,252 | 3,877 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $486,577 | 4,119 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $478,751 | 4,087 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $377,333 | 3,631 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $315,906 | 3,445 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $368,204 | 4,083 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||