Position in MDT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$195,965
-$308,944 QoQ
Shares Held
2,505
-57.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,786
of 2,103 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Venturi Wealth Management, LLC holds $3,968,180 across 8 Medical Devices names. MDT ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
15,680 | $1,422,802 | |
| 2 | PHG |
Koninklijke Philips NV
|
18,007 | $489,610 | |
| 3 | STE |
STERIS plc
|
2,139 | $450,408 | |
| 4 | SYK |
Stryker Corp
|
1,384 | $435,737 | |
| 5 | BSX |
Boston Scientific Corp
|
8,239 | $351,640 | |
| 6 | EW |
Edwards Lifesciences Corp
|
3,586 | $324,388 | |
| 7 | GMED |
Globus Medical Inc
|
3,767 | $297,630 | |
| 8 | MDT |
Medtronic plc
This page
|
2,505 | $195,965 |
All Filings in MDT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,965 | 2,505 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $504,909 | 5,827 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $523,718 | 5,452 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $465,914 | 4,892 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $259,243 | 2,974 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $627,401 | 6,982 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $509,154 | 6,374 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $202,656 | 2,251 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $613,780 | 7,798 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $77,039 | 884 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $350,526 | 4,255 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $206,478 | 2,635 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $30,306 | 344 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $18,622 | 231 | Shares | Sole | 2023-05-02 | |
| 2022-09-30 | $961,974 | 11,913 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,017,675 | 11,339 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,266,161 | 11,412 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $1,144,320 | 9,129 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,284,248 | 10,346 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $1,329,656 | 11,351 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,073,909 | 10,334 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $609,621 | 6,648 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||