Position in MDT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,373,392
-$174,077 QoQ
Shares Held
17,556
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#939
of 2,103 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026AE Wealth Management LLC holds $13,702,853 across 13 Medical Devices names. MDT ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
46,857 | $4,251,782 | |
| 2 | BSX |
Boston Scientific Corp
|
56,355 | $2,405,209 | |
| 3 | SYK |
Stryker Corp
|
6,680 | $2,103,118 | |
| 4 | MDT |
Medtronic plc
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|
17,556 | $1,373,392 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
17,855 | $1,142,885 | |
| 6 | DXCM |
Dexcom Inc
|
11,627 | $783,067 | |
| 7 | EW |
Edwards Lifesciences Corp
|
4,840 | $437,815 | |
| 8 | PODD |
Insulet Corp
|
2,468 | $375,742 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,373,392 | 17,556 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,547,469 | 17,859 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,374,511 | 14,309 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,213,731 | 12,744 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $908,306 | 10,420 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $799,659 | 8,899 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $663,157 | 8,302 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $749,944 | 8,330 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $753,879 | 9,578 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $669,484 | 7,682 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $11,657,346 | 141,507 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $7,172,760 | 91,536 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $9,032,980 | 102,531 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $8,511,940 | 105,581 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $6,083,377 | 78,273 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,700,215 | 58,207 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,284,665 | 47,740 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,099,594 | 45,963 | Shares | Sole | 2022-04-18 | |
| 2021-09-30 | $5,771,991 | 46,047 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,250,078 | 42,295 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,325,920 | 36,620 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,830,243 | 32,698 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,153,140 | 30,342 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,028,942 | 33,031 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,647,245 | 51,533 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||