Position in MDT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$72,085,894
+$5,959,900 QoQ
Shares Held
921,461
+20.7% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#141
of 2,103 holders
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Derivatives in MDT
reported options exposure · as of Mar 31, 2024CallValue
$126,700
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 Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $285,022,590 across 57 Medical Devices names. MDT ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,164,059 | $105,626,713 | |
| 2 | MDT |
Medtronic plc
This page
|
921,461 | $72,085,894 | |
| 3 | SYK |
Stryker Corp
|
135,035 | $42,514,419 | |
| 4 | BSX |
Boston Scientific Corp
|
249,780 | $10,660,610 | |
| 5 | EW |
Edwards Lifesciences Corp
|
89,705 | $8,114,714 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
74,825 | $6,441,684 | |
| 7 | STE |
STERIS plc
|
28,195 | $5,937,021 | |
| 8 | DXCM |
Dexcom Inc
|
77,644 | $5,229,323 |
All Filings in MDT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,085,894 | 921,461 | Shares | Sole | 2026-07-15 | |
| 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 | $126,700 | 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. | ||||||