Focused Wealth Management, Inc

Position in MDT — Medtronic plc

CIK 1586052 Newburgh, NY

Back to MDT Full portfolio

Position in MDT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$200,425

+$112,556 QoQ

Shares Held

2,562

+162.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,780

of 2,098 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Derivatives in MDT

reported options exposure · as of Sep 30, 2024

CallValue

$504,168

CallShares

5,600

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Focused Wealth Management, Inc holds $705,882 across 3 Medical Devices names. MDT ranks #3 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	927	$291,856
2	GEHC	GE HealthCare Technologies Inc.	3,337	$213,601
3	MDT	Medtronic plc This page	2,562	$200,425

All Filings in MDT

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18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,425	2,562	+162.5%	Shares	Sole	2026-08-07
2024-09-30	$87,869	976	+15.1%	Shares	Sole	2024-10-30
2024-09-30	$504,168	5,600	—	Call	Sole	2024-10-30
2023-12-31	$69,858	848	-48.9%	Shares	Sole	2024-01-10
2023-09-30	$129,920	1,658	-3.9%	Shares	Sole	2023-11-01
2023-06-30	$151,972	1,725	-12.8%	Shares	Sole	2023-08-08
2023-03-31	$159,466	1,978	+329.1%	Shares	Sole	2023-04-13
2022-12-31	$35,828	461	+0.2%	Shares	Sole	2023-01-13
2022-09-30	$37,145	460	+0.2%	Shares	Sole	2022-10-20
2022-06-30	$41,195	459	-5.0%	Shares	Sole	2022-08-04
2022-03-31	$53,588	483	+0.4%	Shares	Sole	2022-04-29
2021-09-30	$60,293	481	+5.5%	Shares	Sole	2021-10-12
2021-06-30	$56,603	456	+37.8%	Shares	Sole	2021-07-15
2021-03-31	$39,101	331	-76.8%	Shares	Sole	2021-05-03
2020-12-31	$166,807	1,424	-13.1%	Shares	Sole	2021-02-03
2020-09-30	$170,324	1,639	+0.1%	Shares	Sole	2020-10-19
2020-06-30	$150,204	1,638	+9.2%	Shares	Sole	2020-07-24
2020-03-31	$135,270	1,500	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.