Position in MDT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,597,274
-$412,558 QoQ
Shares Held
41,515
-0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Summit Trail Advisors, LLC holds $37,817,838 across 22 Medical Devices names. MDT ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
61,451 | $6,309,174 | |
| 2 | MDT |
Medtronic plc
This page
|
41,515 | $3,597,274 | |
| 3 | SYK |
Stryker Corp
|
10,831 | $3,558,958 | |
| 4 | EW |
Edwards Lifesciences Corp
|
30,314 | $2,427,545 | |
| 5 | BSX |
Boston Scientific Corp
|
30,942 | $1,941,610 | |
| 6 | PHG |
Koninklijke Philips NV
|
70,672 | $1,936,412 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
20,252 | $1,831,185 | |
| 8 | BRKR |
Bruker Corp
|
47,567 | $1,718,120 |
All Filings in MDT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,597,274 | 41,515 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,009,832 | 41,743 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,458,279 | 46,811 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,031,075 | 34,772 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,978,986 | 22,023 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,429,372 | 17,894 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,296,161 | 14,397 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,165,852 | 14,812 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,276,137 | 14,643 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $921,996 | 11,192 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $925,196 | 11,807 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,140,806 | 12,949 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $688,172 | 8,536 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $504,169 | 6,487 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $503,234 | 6,232 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $570,989 | 6,362 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $522,574 | 4,710 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||