BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in MDT — Medtronic plc
CIK 1654599
MORRISTOWN, NJ
Position in MDT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,994,921
+$5,919,969 QoQ
Shares Held
76,632
+8759.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#512
of 2,102 holders
Holding Since
Sep 2020
3 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $48,260,647 across 13 Medical Devices names. MDT ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DXCM |
Dexcom Inc
|
242,672 | $16,343,959 | |
| 2 | SYK |
Stryker Corp
|
49,723 | $15,654,789 | |
| 3 | PODD |
Insulet Corp
|
59,333 | $9,033,449 | |
| 4 | MDT |
Medtronic plc
This page
|
76,632 | $5,994,921 | |
| 5 | ABT |
Abbott Laboratories
|
8,341 | $756,862 | |
| 6 | BIO |
Bio-Rad Laboratories, Inc.
|
753 | $221,088 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
1,714 | $109,713 | |
| 8 | AHCO |
AdaptHealth Corp.
|
10,271 | $107,023 |
All Filings in MDT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,994,921 | 76,632 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $74,952 | 865 | Shares | Sole | 2026-04-14 | |
| 2020-09-30 | $216,361 | 2,082 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||