Position in MDT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$792,313
-$154,944 QoQ
Shares Held
10,128
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,140
of 2,100 holders
Holding Since
Mar 2020
24 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, 2026Sowell Financial Services LLC holds $4,175,475 across 9 Medical Devices names. MDT ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
17,092 | $1,550,928 | |
| 2 | MDT |
Medtronic plc
This page
|
10,128 | $792,313 | |
| 3 | BSX |
Boston Scientific Corp
|
10,098 | $430,982 | |
| 4 | SYK |
Stryker Corp
|
1,316 | $414,329 | |
| 5 | GMED |
Globus Medical Inc
|
3,285 | $259,547 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
3,590 | $229,795 | |
| 7 | UFPT |
Ufp Technologies Inc
|
756 | $200,438 | |
| 8 | INMD |
InMode Ltd.
|
11,538 | $168,685 |
All Filings in MDT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $792,313 | 10,128 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $947,257 | 10,932 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $864,924 | 9,004 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $838,778 | 8,807 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $783,309 | 8,986 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $849,716 | 9,456 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $1,351,080 | 15,007 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,188,127 | 15,095 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,145,586 | 13,145 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $913,923 | 11,094 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $925,353 | 11,809 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,783,960 | 31,600 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $976,227 | 12,109 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,999,292 | 38,591 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,175,889 | 26,946 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,433,212 | 27,111 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,217,121 | 10,970 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $2,677,852 | 21,363 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,143,343 | 25,323 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,343,315 | 28,302 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,938,808 | 25,088 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,625,412 | 15,641 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,683,245 | 18,356 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,674,822 | 18,572 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||