Position in MDT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$11,299,246
-$883,467 QoQ
Shares Held
130,401
+2.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026Bogart Wealth, LLC holds $25,074,749 across 18 Medical Devices names. MDT ranks #1 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
130,401 | $11,299,246 | |
| 2 | PODD |
Insulet Corp
|
33,752 | $7,082,519 | |
| 3 | SYK |
Stryker Corp
|
19,849 | $6,522,182 | |
| 4 | ABT |
Abbott Laboratories
|
838 | $86,037 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
531 | $37,796 | |
| 6 | BSX |
Boston Scientific Corp
|
373 | $23,405 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
131 | $11,845 | |
| 8 | EW |
Edwards Lifesciences Corp
|
49 | $3,923 |
All Filings in MDT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,299,246 | 130,401 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $12,182,713 | 126,824 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $12,111,385 | 127,167 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $7,623,103 | 87,451 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $101,991 | 1,135 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $88,267 | 1,105 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $99,483 | 1,105 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $130,422 | 1,657 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,852,122 | 67,150 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,126,013 | 62,224 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,926,728 | 62,873 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $5,069,890 | 57,547 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,389,920 | 54,452 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,652,684 | 46,998 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,153,529 | 39,053 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,878,641 | 32,074 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,094,728 | 27,893 | Shares | Sole | 2022-04-22 | |
| 2021-09-30 | $2,484,562 | 19,821 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,034,863 | 16,393 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,593,691 | 13,491 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,144,926 | 9,774 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $907,325 | 8,731 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $784,585 | 8,556 | 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. | ||||||