Position in MDT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$635,540
+$44,414 QoQ
Shares Held
8,124
+19.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,253
of 2,103 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Derivatives in MDT
reported options exposure · as of Jun 30, 2026CallValue
$7,823
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Jun 30, 2026Cypress Wealth Services, LLC holds $1,299,222 across 2 Medical Devices names. MDT ranks #2 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
2,108 | $663,682 | |
| 2 | MDT |
Medtronic plc
This page
|
8,124 | $635,540 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,823 | 100 | Call | Sole | 2026-07-13 | |
| 2026-06-30 | $635,540 | 8,124 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $591,126 | 6,822 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $665,311 | 6,926 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $666,680 | 7,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $609,754 | 6,995 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $623,179 | 6,935 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $557,242 | 6,976 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $589,246 | 6,545 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $525,231 | 6,673 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $548,347 | 6,292 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $510,014 | 6,191 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $453,312 | 5,785 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $439,619 | 4,990 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $345,698 | 4,288 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $350,517 | 4,510 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $351,504 | 4,353 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $382,065 | 4,257 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $269,497 | 2,429 | Shares | Sole | 2022-04-22 | |
| 2021-06-30 | $451,336 | 3,636 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $447,476 | 3,788 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $459,071 | 3,919 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $396,246 | 3,813 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $323,517 | 3,528 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $305,980 | 3,393 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||