Position in MDT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,062,440
-$202,475 QoQ
Shares Held
13,581
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,029
of 2,100 holders
Holding Since
Dec 2020
22 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, 2026CreativeOne Wealth, LLC holds $6,039,345 across 7 Medical Devices names. MDT ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PODD |
Insulet Corp
|
10,997 | $1,674,292 | |
| 2 | SYK |
Stryker Corp
|
3,911 | $1,231,338 | |
| 3 | MDT |
Medtronic plc
This page
|
13,581 | $1,062,440 | |
| 4 | ABT |
Abbott Laboratories
|
10,424 | $945,873 | |
| 5 | EW |
Edwards Lifesciences Corp
|
6,890 | $623,269 | |
| 6 | BSX |
Boston Scientific Corp
|
6,665 | $284,462 | |
| 7 | UFPT |
Ufp Technologies Inc
|
821 | $217,671 |
All Filings in MDT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062,440 | 13,581 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,264,915 | 14,598 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,355,213 | 14,108 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,316,692 | 13,825 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,207,478 | 13,852 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,267,924 | 14,110 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $996,822 | 12,479 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,861,099 | 20,672 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $428,733 | 5,447 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $474,184 | 5,456 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $341,136 | 4,156 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $212,513 | 2,727 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $359,007 | 4,075 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $282,089 | 3,499 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $265,258 | 3,413 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $284,159 | 3,519 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $320,228 | 3,568 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $505,932 | 4,560 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $508,921 | 4,060 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $476,162 | 3,836 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $455,627 | 3,857 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $213,780 | 1,825 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||