Position in MDT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,941,383
-$517,712 QoQ
Shares Held
50,382
-2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#628
of 2,103 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 99%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $9,627,620 across 7 Medical Devices names. MDT ranks #1 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
50,382 | $3,941,383 | |
| 2 | PHG |
Koninklijke Philips NV
|
56,349 | $1,532,129 | |
| 3 | SYK |
Stryker Corp
|
4,772 | $1,502,416 | |
| 4 | SNN |
Smith & Nephew PLC
|
29,875 | $860,698 | |
| 5 | DXCM |
Dexcom Inc
|
12,012 | $809,008 | |
| 6 | ABT |
Abbott Laboratories
|
7,696 | $698,335 | |
| 7 | BSX |
Boston Scientific Corp
|
6,646 | $283,651 |
All Filings in MDT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,941,383 | 50,382 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $4,459,095 | 51,461 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,884,362 | 50,847 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $4,947,527 | 51,948 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,822,651 | 32,381 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $3,021,542 | 33,625 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $2,535,710 | 31,744 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,129,209 | 23,650 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,754,996 | 22,297 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,630,576 | 18,710 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $949,841 | 11,530 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $38,239 | 488 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $49,424 | 561 | Shares | Other | 2023-08-10 | |
| 2022-03-31 | $8,432 | 76 | Shares | Sole | 2022-05-13 | |
| 2020-12-31 | $63,607 | 543 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||