Position in MDT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,350,121
-$177,920 QoQ
Shares Held
42,824
+5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#678
of 2,109 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $22,529,693 across 95 Medical Devices names. MDT ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
64,349 | $5,839,028 | |
| 2 | MDT |
Medtronic plc
This page
|
42,824 | $3,350,121 | |
| 3 | SYK |
Stryker Corp
|
10,487 | $3,301,727 | |
| 4 | GEHC |
GE HealthCare Technologies Inc.
|
28,976 | $1,854,753 | |
| 5 | BSX |
Boston Scientific Corp
|
27,578 | $1,177,029 | |
| 6 | EW |
Edwards Lifesciences Corp
|
12,704 | $1,149,203 | |
| 7 | PODD |
Insulet Corp
|
6,686 | $1,017,943 | |
| 8 | DXCM |
Dexcom Inc
|
10,715 | $721,655 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,350,121 | 42,824 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,528,041 | 40,716 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,467,604 | 15,278 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,190,389 | 54,498 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,569,974 | 52,426 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $4,687,277 | 52,162 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,378,444 | 42,294 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $4,343,767 | 48,248 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,699,370 | 47,000 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,070,863 | 46,711 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,545,470 | 43,038 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,592,727 | 45,849 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $3,642,494 | 41,345 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,799,529 | 34,725 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $838,054 | 10,783 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $967,142 | 11,977 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,383,675 | 15,417 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,295,896 | 11,680 | Shares | Other | 2022-05-12 | |
| 2021-09-30 | $2,895,961 | 23,103 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $2,425,251 | 19,538 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $2,172,646 | 18,392 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $878,667 | 7,501 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $769,839 | 7,408 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $463,726 | 5,057 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $503,024 | 5,578 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||