Position in MDT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$783,047
-$159,679 QoQ
Shares Held
9,037
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
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, 2026EverSource Wealth Advisors, LLC holds $8,002,889 across 81 Medical Devices names. MDT ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
19,689 | $2,021,458 | |
| 2 | SYK |
Stryker Corp
|
2,981 | $979,521 | |
| 3 | BSX |
Boston Scientific Corp
|
13,502 | $847,243 | |
| 4 | MDT |
Medtronic plc
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|
9,037 | $783,047 | |
| 5 | STE |
STERIS plc
|
2,735 | $604,783 | |
| 6 | EW |
Edwards Lifesciences Corp
|
4,459 | $357,069 | |
| 7 | PODD |
Insulet Corp
|
1,614 | $338,676 | |
| 8 | PHG |
Koninklijke Philips NV
|
10,742 | $294,328 |
All Filings in MDT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $783,047 | 9,037 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $942,726 | 9,814 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $928,873 | 9,753 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $679,050 | 7,790 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $461,788 | 5,139 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $387,814 | 4,855 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $291,874 | 3,242 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $301,693 | 3,833 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $486,642 | 5,584 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $428,703 | 5,204 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $474,074 | 6,050 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $524,280 | 5,951 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $570,867 | 7,081 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $517,301 | 6,656 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $651,892 | 8,073 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $781,271 | 8,705 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $960,934 | 8,661 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||