Position in MDT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,563,675
-$423,583 QoQ
Shares Held
32,771
-4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#759
of 2,098 holders
Holding Since
Mar 2022
13 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, 2026Synergy Asset Management, LLC holds $8,082,967 across 2 Medical Devices names. MDT ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSX |
Boston Scientific Corp
|
129,318 | $5,519,292 | |
| 2 | MDT |
Medtronic plc
This page
|
32,771 | $2,563,675 |
All Filings in MDT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,563,675 | 32,771 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,987,258 | 34,475 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,369,016 | 35,072 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $24,552,680 | 257,798 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,236,125 | 128,899 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $8,834,496 | 98,314 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $18,196,822 | 227,802 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $9,902,669 | 109,993 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,866,864 | 49,128 | Shares | Sole | 2024-08-05 | |
| 2023-12-31 | $3,285,973 | 39,888 | Shares | Sole | 2024-01-19 | |
| 2023-03-31 | $2,877,569 | 35,693 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,801,261 | 36,043 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $3,385,860 | 30,517 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||