Position in MDT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,894,574
-$878,052 QoQ
Shares Held
24,218
-24.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#842
of 2,103 holders
Holding Since
Jun 2021
20 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, 2026Summit Financial, LLC holds $15,108,679 across 10 Medical Devices names. MDT ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
15,905 | $5,007,530 | |
| 2 | ABT |
Abbott Laboratories
|
51,290 | $4,654,054 | |
| 3 | MDT |
Medtronic plc
This page
|
24,218 | $1,894,574 | |
| 4 | TMDX |
TransMedics Group, Inc.
|
14,515 | $964,086 | |
| 5 | BSX |
Boston Scientific Corp
|
21,581 | $921,077 | |
| 6 | EW |
Edwards Lifesciences Corp
|
5,717 | $517,159 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
4,095 | $352,538 | |
| 8 | DXCM |
Dexcom Inc
|
4,538 | $305,634 |
All Filings in MDT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,894,574 | 24,218 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,772,626 | 31,998 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,947,408 | 30,683 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,763,007 | 29,011 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,991,311 | 22,844 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,026,882 | 22,556 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,623,960 | 20,330 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,177,682 | 13,081 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $957,585 | 12,166 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $684,824 | 7,858 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $610,682 | 7,413 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $771,846 | 9,850 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,316,302 | 14,941 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,631,506 | 20,237 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,590,384 | 20,463 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,733,137 | 21,463 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,575,830 | 17,558 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,936,077 | 17,450 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $1,340,994 | 10,698 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $597,189 | 4,811 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||