Position in MDT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$414,540
-$70,526 QoQ
Shares Held
5,299
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,442
of 2,103 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $3,443,798 across 6 Medical Devices names. MDT ranks #5 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZBH |
Zimmer Biomet Holdings, Inc.
|
9,603 | $826,722 | |
| 2 | GEHC |
GE HealthCare Technologies Inc.
|
12,419 | $794,940 | |
| 3 | BSX |
Boston Scientific Corp
|
11,942 | $509,684 | |
| 4 | ABT |
Abbott Laboratories
|
5,482 | $497,436 | |
| 5 | MDT |
Medtronic plc
This page
|
5,299 | $414,540 | |
| 6 | SYK |
Stryker Corp
|
1,272 | $400,476 |
All Filings in MDT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,540 | 5,299 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $485,066 | 5,598 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $675,013 | 7,027 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $741,157 | 7,782 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $544,812 | 6,250 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,237,551 | 13,772 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,061,046 | 13,283 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,166,158 | 12,953 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,038,184 | 13,190 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,162,493 | 13,339 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,096,477 | 13,310 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,053,158 | 13,440 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,134,639 | 12,879 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $982,999 | 12,193 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $606,760 | 7,807 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $668,610 | 8,280 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $658,854 | 7,341 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $869,293 | 7,835 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $745,581 | 5,948 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $665,088 | 5,358 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $582,380 | 4,930 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $563,677 | 4,812 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $513,260 | 4,939 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||