Position in MDT
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$276,673
-$11,218 QoQ
Shares Held
3,193
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026USA FINANCIAL FORMULAS holds $649,850 across 8 Medical Devices names. MDT ranks #1 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
3,193 | $276,673 | |
| 2 | EW |
Edwards Lifesciences Corp
|
2,156 | $172,652 | |
| 3 | IRMD |
Iradimed Corp
|
769 | $74,023 | |
| 4 | TCMD |
Tactile Systems Technology Inc
|
2,728 | $71,282 | |
| 5 | ABT |
Abbott Laboratories
|
524 | $53,799 | |
| 6 | STE |
STERIS plc
|
3 | $663 | |
| 7 | GMED |
Globus Medical Inc
|
5 | $430 | |
| 8 | PEN |
Penumbra Inc
|
1 | $328 |
All Filings in MDT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276,673 | 3,193 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $287,891 | 2,997 | Shares | Sole | 2026-01-14 | |
| 2025-03-31 | $658,673 | 7,330 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $224,223 | 2,807 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $239,209 | 2,657 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,338 | 17 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,481 | 17 | Shares | Sole | 2024-04-30 | |
| 2021-09-30 | $68,691 | 548 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $56,851 | 458 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $81,745 | 692 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,694 | 23 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,598 | 25 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $641 | 7 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $721 | 8 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||