Position in MDT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,481,732
-$1,255,738 QoQ
Shares Held
70,072
-9.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#540
of 2,103 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Independent Advisor Alliance holds $17,766,374 across 9 Medical Devices names. MDT ranks #1 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
70,072 | $5,481,732 | |
| 2 | ABT |
Abbott Laboratories
|
54,589 | $4,953,405 | |
| 3 | SYK |
Stryker Corp
|
10,950 | $3,447,497 | |
| 4 | EW |
Edwards Lifesciences Corp
|
21,612 | $1,955,020 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
13,868 | $887,690 | |
| 6 | BSX |
Boston Scientific Corp
|
11,906 | $508,147 | |
| 7 | GMED |
Globus Medical Inc
|
2,919 | $230,629 | |
| 8 | DXCM |
Dexcom Inc
|
3,058 | $205,955 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,481,732 | 70,072 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,737,470 | 77,755 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,821,700 | 71,015 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,390,889 | 67,103 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,164,546 | 47,775 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,925,045 | 54,808 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,385,970 | 54,907 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,946,194 | 43,832 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,404,038 | 30,543 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,445,346 | 51,008 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,455,933 | 54,090 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,422,872 | 56,443 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,723,833 | 53,619 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,413,058 | 54,739 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,120,869 | 53,022 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,795,419 | 59,386 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,932,570 | 54,959 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,292,307 | 56,713 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $11,429,162 | 91,178 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $11,087,663 | 89,323 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $11,314,373 | 95,779 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,957,719 | 85,007 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,577,556 | 82,540 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,621,152 | 28,584 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,706,835 | 18,927 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||