Position in MDT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,280,446
-$1,169,693 QoQ
Shares Held
67,499
-9.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#551
of 2,098 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $17,621,321 across 15 Medical Devices names. MDT ranks #1 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
67,499 | $5,280,446 | |
| 2 | ABT |
Abbott Laboratories
|
51,158 | $4,642,076 | |
| 3 | SYK |
Stryker Corp
|
6,426 | $2,023,161 | |
| 4 | EW |
Edwards Lifesciences Corp
|
18,295 | $1,654,965 | |
| 5 | BSX |
Boston Scientific Corp
|
30,795 | $1,314,330 | |
| 6 | STE |
STERIS plc
|
1,687 | $355,231 | |
| 7 | ESTA |
Establishment Labs Holdings Inc.
|
3,933 | $337,490 | |
| 8 | GKOS |
GLAUKOS Corp
|
2,406 | $336,262 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,280,446 | 67,499 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,450,139 | 74,439 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,831,368 | 29,475 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,086,823 | 32,411 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,380,947 | 15,842 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $1,374,049 | 15,291 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $792,649 | 9,923 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $621,747 | 6,906 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $788,122 | 10,013 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $629,833 | 7,227 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $580,531 | 7,047 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $580,804 | 7,412 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $673,084 | 7,640 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,000,252 | 12,407 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $839,842 | 10,806 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,642,293 | 20,338 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,574,843 | 17,547 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,825,571 | 16,454 | Shares | Sole | 2022-05-03 | |
| 2021-09-30 | $2,322,234 | 18,526 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,942,758 | 15,651 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,413,868 | 20,434 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,547,653 | 13,212 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,330,279 | 12,801 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,058,493 | 11,543 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $884,395 | 9,807 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||