Position in MDT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,470,908
-$1,035,931 QoQ
Shares Held
44,368
-14.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#660
of 2,103 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026SIMON QUICK ADVISORS, LLC holds $3,830,238 across 2 Medical Devices names. MDT ranks #1 (90.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
44,368 | $3,470,908 | |
| 2 | ABT |
Abbott Laboratories
|
3,960 | $359,330 |
All Filings in MDT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,470,908 | 44,368 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,506,839 | 52,012 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,678,410 | 48,703 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,595,330 | 48,250 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $700,997 | 7,801 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $412,180 | 5,160 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $342,744 | 3,807 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $249,038 | 3,164 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $218,833 | 2,511 | Shares | Sole | 2024-04-19 | |
| 2023-09-30 | $260,625 | 3,326 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $249,939 | 2,837 | Shares | Sole | 2023-08-01 | |
| 2020-06-30 | $66,757 | 728 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $64,568 | 716 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||