Position in MDT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$78,855
-$25,818 QoQ
Shares Held
1,008
-16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,845
of 2,098 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $1,882,400 across 8 Medical Devices names. MDT ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
17,872 | $1,621,705 | |
| 2 | VMD |
Viemed Healthcare, Inc.
|
10,100 | $115,140 | |
| 3 | MDT |
Medtronic plc
This page
|
1,008 | $78,855 | |
| 4 | EW |
Edwards Lifesciences Corp
|
480 | $43,420 | |
| 5 | DXCM |
Dexcom Inc
|
200 | $13,470 | |
| 6 | TMDX |
TransMedics Group, Inc.
|
69 | $4,582 | |
| 7 | BSX |
Boston Scientific Corp
|
100 | $4,268 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
15 | $960 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,855 | 1,008 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $104,673 | 1,208 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $279,342 | 2,908 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $276,957 | 2,908 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $266,565 | 3,058 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $265,805 | 2,958 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $232,291 | 2,908 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $252,804 | 2,808 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $224,953 | 2,858 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $257,789 | 2,958 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $239,561 | 2,908 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $278,804 | 3,558 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $313,459 | 3,558 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $299,825 | 3,719 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $300,620 | 3,868 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $314,844 | 3,899 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $451,173 | 5,027 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $579,824 | 5,226 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $629,883 | 5,025 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $722,933 | 5,824 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $687,870 | 5,823 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $705,417 | 6,022 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $605,022 | 5,822 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $533,785 | 5,821 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $610,518 | 6,770 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||