Position in MDT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,428,742
-$859,133 QoQ
Shares Held
43,829
-11.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#111
of 529 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, 2026Sequoia Financial Advisors, LLC holds $72,437,871 across 23 Medical Devices names. MDT ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
388,898 | $35,288,604 | |
| 2 | STE |
STERIS plc
|
30,305 | $6,381,323 | |
| 3 | GMED |
Globus Medical Inc
|
80,753 | $6,380,294 | |
| 4 | ZBH |
Zimmer Biomet Holdings, Inc.
|
61,450 | $5,290,230 | |
| 5 | SYK |
Stryker Corp
|
12,466 | $3,924,795 | |
| 6 | MDT |
Medtronic plc
This page
|
43,829 | $3,428,742 | |
| 7 | EW |
Edwards Lifesciences Corp
|
33,152 | $2,998,929 | |
| 8 | BSX |
Boston Scientific Corp
|
49,355 | $2,106,471 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,428,742 | 43,829 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,287,875 | 49,485 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,065,531 | 52,733 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,490,375 | 47,148 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,817,174 | 43,790 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,868,780 | 31,925 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,784,536 | 34,859 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $6,502,686 | 72,228 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,949,914 | 62,888 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,663,442 | 64,985 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,814,885 | 82,725 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,221,910 | 66,640 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,207,790 | 70,463 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,066,181 | 87,648 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $13,313,824 | 171,305 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,624,818 | 94,425 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $8,317,671 | 92,676 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $10,392,464 | 93,668 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $815,025 | 6,502 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,069,007 | 8,612 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $989,929 | 8,380 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,131,689 | 9,661 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $688,573 | 6,626 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $624,752 | 6,813 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $608,534 | 6,748 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||