CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in MDT — Medtronic plc
CIK 1766904
RICHMOND, VA
Position in MDT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$327,620
+$75,994 QoQ
Shares Held
4,188
+44.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,543
of 2,103 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,467,313 across 9 Medical Devices names. MDT ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
2,518 | $792,762 | |
| 2 | ABT |
Abbott Laboratories
|
7,203 | $653,593 | |
| 3 | STE |
STERIS plc
|
1,833 | $385,970 | |
| 4 | MDT |
Medtronic plc
This page
|
4,188 | $327,620 | |
| 5 | EW |
Edwards Lifesciences Corp
|
1,911 | $172,864 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
992 | $63,495 | |
| 7 | BSX |
Boston Scientific Corp
|
1,448 | $61,797 | |
| 8 | SNN |
Smith & Nephew PLC
|
312 | $8,987 |
All Filings in MDT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,620 | 4,188 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $251,626 | 2,904 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $291,440 | 3,034 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $229,048 | 2,405 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $190,984 | 2,191 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $185,737 | 2,067 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $138,827 | 1,738 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $4,053,147 | 45,020 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $3,350,128 | 42,563 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $2,994,383 | 34,359 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $2,827,854 | 34,327 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $2,612,676 | 33,342 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $980,200 | 11,126 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,134,242 | 14,069 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,134,478 | 14,597 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,516,323 | 18,778 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,514,172 | 16,871 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $599,351 | 5,402 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $597,543 | 4,767 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $581,176 | 4,682 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $220,548 | 1,867 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $709,634 | 6,058 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $241,614 | 2,325 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||