Position in MDT
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$66,125,994
-$16,093,200 QoQ
Shares Held
763,139
-10.8% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 10.676312803188939.ToString("F0")%
Shared 0.ToString("F0")%
None 89.32368719681106.ToString("F0")%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Derivatives in MDT
reported options exposure · as of Mar 31, 2024CallValue
$1,220,100
CallShares
14,000
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 Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $292,456,726 across 40 Medical Devices names. MDT ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,203,269 | $123,539,628 | |
| 2 | MDT |
Medtronic plc
This page
|
763,139 | $66,125,994 | |
| 3 | SYK |
Stryker Corp
|
137,419 | $45,154,509 | |
| 4 | BSX |
Boston Scientific Corp
|
179,724 | $11,277,681 | |
| 5 | EW |
Edwards Lifesciences Corp
|
88,840 | $7,114,307 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
68,719 | $6,213,571 | |
| 7 | DXCM |
Dexcom Inc
|
74,730 | $4,693,044 | |
| 8 | STE |
STERIS plc
|
19,537 | $4,320,216 |
All Filings in MDT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,125,994 | 763,139 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $82,219,194 | 855,915 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $77,358,785 | 812,251 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $49,688,120 | 570,014 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $47,720,961 | 531,059 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $38,160,193 | 477,719 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $32,537,652 | 361,409 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $29,018,960 | 368,682 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $28,993,672 | 332,687 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $1,220,100 | 14,000 | Call | Sole | 2024-04-15 | |
| 2023-12-31 | $26,210,267 | 318,163 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $31,596,867 | 403,227 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,485,875 | 50,918 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,394,494 | 29,701 | Shares | Sole | 2023-04-25 | |
| 2020-06-30 | $1,534,966 | 16,739 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||