Position in MDT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$51,005
+$50,832 QoQ
Shares Held
652
+32500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,887
of 2,103 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, 2026Heritage Wealth Advisors holds $917,964 across 9 Medical Devices names. MDT ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
6,756 | $613,039 | |
| 2 | DXCM |
Dexcom Inc
|
1,860 | $125,271 | |
| 3 | EW |
Edwards Lifesciences Corp
|
818 | $73,996 | |
| 4 | MDT |
Medtronic plc
This page
|
652 | $51,005 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
514 | $32,901 | |
| 6 | BSX |
Boston Scientific Corp
|
295 | $12,590 | |
| 7 | SYK |
Stryker Corp
|
18 | $5,667 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
40 | $3,443 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,005 | 652 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $173 | 2 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $192 | 2 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $190 | 2 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $174 | 2 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $179 | 2 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $319 | 4 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $270 | 3 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,820 | 201 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $43,594,608 | 500,225 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $39,043,259 | 473,941 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $38,214,213 | 487,675 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $40,635,948 | 461,248 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $36,274,646 | 449,946 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $23,333,720 | 300,228 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $23,213,364 | 287,472 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $23,582,979 | 262,763 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $19,447,981 | 175,286 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $16,693,360 | 133,174 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $15,819,499 | 127,443 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $13,476,979 | 114,086 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $11,258,325 | 96,110 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $9,862,943 | 94,909 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $8,232,184 | 89,773 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $4,974,779 | 55,165 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||