Position in MDT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$151,296
-$22,437 QoQ
Shares Held
1,934
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,806
of 2,103 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, 2026HHM Wealth Advisors, LLC holds $875,358 across 10 Medical Devices names. MDT ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
5,823 | $528,379 | |
| 2 | MDT |
Medtronic plc
This page
|
1,934 | $151,296 | |
| 3 | GEHC |
GE HealthCare Technologies Inc.
|
1,065 | $68,170 | |
| 4 | BSX |
Boston Scientific Corp
|
881 | $37,601 | |
| 5 | HAE |
Haemonetics Corp
|
400 | $30,000 | |
| 6 | SYK |
Stryker Corp
|
70 | $22,038 | |
| 7 | EW |
Edwards Lifesciences Corp
|
202 | $18,272 | |
| 8 | DXCM |
Dexcom Inc
|
188 | $12,661 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,296 | 1,934 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $173,733 | 2,005 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $283,088 | 2,947 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $339,911 | 3,569 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $311,109 | 3,569 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $323,046 | 3,595 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $241,557 | 3,024 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $300,790 | 3,341 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $261,002 | 3,316 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $208,375 | 2,391 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $202,325 | 2,456 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $179,601 | 2,292 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $201,925 | 2,292 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $140,036 | 1,737 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $124,973 | 1,608 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $127,100 | 1,574 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $254,890 | 2,840 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $301,340 | 2,716 | Shares | Sole | 2022-04-27 | |
| 2021-09-30 | $347,344 | 2,771 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $354,018 | 2,852 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $336,906 | 2,852 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $329,866 | 2,816 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $280,376 | 2,698 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $243,371 | 2,654 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $221,031 | 2,451 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||