Position in MDT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,239,006
-$293,745 QoQ
Shares Held
15,838
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#963
of 2,098 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,788,133 across 8 Medical Devices names. MDT ranks #1 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
15,838 | $1,239,006 | |
| 2 | ABT |
Abbott Laboratories
|
7,481 | $678,825 | |
| 3 | UFPT |
Ufp Technologies Inc
|
1,386 | $367,470 | |
| 4 | EW |
Edwards Lifesciences Corp
|
3,832 | $346,642 | |
| 5 | SYK |
Stryker Corp
|
1,087 | $342,231 | |
| 6 | PHG |
Koninklijke Philips NV
|
11,397 | $309,884 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
3,290 | $283,236 | |
| 8 | IRMD |
Iradimed Corp
|
2,311 | $220,839 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,239,006 | 15,838 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,532,751 | 17,689 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,061,078 | 11,046 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,022,591 | 10,737 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $860,106 | 9,867 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,043,634 | 11,614 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $860,387 | 10,771 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,007,885 | 11,195 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $865,652 | 10,998 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $985,927 | 11,313 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $854,115 | 10,368 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $829,048 | 10,580 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $932,186 | 10,581 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $776,370 | 9,630 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $693,495 | 8,923 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $603,606 | 7,475 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $611,915 | 6,818 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $861,304 | 7,763 | Shares | Defined | 2022-05-02 | |
| 2021-09-30 | $737,559 | 5,884 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $775,191 | 6,245 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $664,717 | 5,627 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $566,020 | 4,832 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,000 | 5,037 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $438,509 | 4,782 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $302,553 | 3,355 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||