Position in MDT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,059,754
-$386,801 QoQ
Shares Held
64,678
+2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#565
of 2,109 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)
Derivatives in MDT
reported options exposure · as of Jun 30, 2026CallValue
$39,115
CallShares
500
PutValue
$0
PutShares
0
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, 2026Merit Financial Group, LLC holds $35,235,370 across 29 Medical Devices names. MDT ranks #4 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
25,858 | $8,141,126 | |
| 2 | ABT |
Abbott Laboratories
|
77,836 | $7,062,833 | |
| 3 | BSX |
Boston Scientific Corp
|
142,932 | $6,100,334 | |
| 4 | MDT |
Medtronic plc
This page
|
64,678 | $5,059,754 | |
| 5 | EW |
Edwards Lifesciences Corp
|
14,863 | $1,344,503 | |
| 6 | PODD |
Insulet Corp
|
8,680 | $1,321,525 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
17,083 | $1,093,480 | |
| 8 | PHG |
Koninklijke Philips NV
|
33,359 | $907,028 |
All Filings in MDT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,115 | 500 | Call | Sole | 2026-07-20 | |
| 2026-06-30 | $5,059,754 | 64,678 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $5,446,555 | 62,857 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $6,939,948 | 72,246 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $6,300,980 | 66,159 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $4,971,740 | 57,035 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,726,853 | 41,474 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,858,807 | 23,270 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $489,673 | 5,439 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,249,914 | 15,880 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,205,720 | 13,835 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $775,442 | 9,413 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $722,400 | 9,219 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $714,931 | 8,115 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $450,665 | 5,590 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $582,355 | 7,493 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $480,381 | 5,949 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,113,707 | 12,409 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $230,443 | 2,077 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $874,190 | 6,974 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $852,152 | 6,865 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $800,921 | 6,780 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $748,758 | 6,392 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $680,779 | 6,551 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $578,168 | 6,305 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $638,384 | 7,079 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||