Bogart Wealth, LLC

Position in MDT — Medtronic plc

CIK 1715740 MCLEAN, VA

Position in MDT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$14,283,546

+$2,984,300 QoQ

Shares Held

182,584

+40.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#328

of 2,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Bogart Wealth, LLC holds $21,148,221 across 25 Medical Devices names. MDT ranks #1 (67.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	182,584	$14,283,546
2	SYK	Stryker Corp	20,919	$6,586,137
3	ABT	Abbott Laboratories	1,951	$177,033
4	PODD	Insulet Corp	159	$24,207
5	ZBH	Zimmer Biomet Holdings, Inc.	169	$14,549
6	EW	Edwards Lifesciences Corp	160	$14,473
7	GEHC	GE HealthCare Technologies Inc.	215	$13,762
8	BSX	Boston Scientific Corp	181	$7,725

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,283,546	182,584	+40.0%	Shares	Sole	2026-07-24
2026-03-31	$11,299,246	130,401	+2.8%	Shares	Sole	2026-04-28
2025-12-31	$12,182,713	126,824	-0.3%	Shares	Sole	2026-01-30
2025-09-30	$12,111,385	127,167	+45.4%	Shares	Sole	2025-10-27
2025-06-30	$7,623,103	87,451	+7604.9%	Shares	Sole	2025-07-30
2025-03-31	$101,991	1,135	+2.7%	Shares	Sole	2025-05-02
2024-12-31	$88,267	1,105	0.0%	Shares	Sole	2025-01-30
2024-09-30	$99,483	1,105	-33.3%	Shares	Sole	2024-10-23
2024-06-30	$130,422	1,657	-97.5%	Shares	Sole	2024-07-31
2024-03-31	$5,852,122	67,150	+7.9%	Shares	Sole	2024-04-25
2023-12-31	$5,126,013	62,224	-1.0%	Shares	Sole	2024-02-07
2023-09-30	$4,926,728	62,873	+9.3%	Shares	Sole	2023-10-30
2023-06-30	$5,069,890	57,547	+5.7%	Shares	Sole	2023-07-31
2023-03-31	$4,389,920	54,452	+15.9%	Shares	Sole	2023-04-21
2022-12-31	$3,652,684	46,998	+20.3%	Shares	Sole	2023-02-06
2022-09-30	$3,153,529	39,053	+21.8%	Shares	Sole	2022-11-03
2022-06-30	$2,878,641	32,074	+15.0%	Shares	Sole	2022-07-22
2022-03-31	$3,094,728	27,893	+40.7%	Shares	Sole	2022-04-22
2021-09-30	$2,484,562	19,821	+20.9%	Shares	Sole	2021-10-15
2021-06-30	$2,034,863	16,393	+21.5%	Shares	Sole	2021-08-06
2021-03-31	$1,593,691	13,491	+38.0%	Shares	Sole	2021-04-16
2020-12-31	$1,144,926	9,774	+11.9%	Shares	Sole	2021-01-14
2020-09-30	$907,325	8,731	+2.0%	Shares	Sole	2020-10-06
2020-06-30	$784,585	8,556	+8.5%	Shares	Sole	2020-07-08
2020-03-31	$711,430	7,889	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.