Position in MDT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,618,812
-$147,287 QoQ
Shares Held
20,693
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#891
of 2,103 holders
Holding Since
Mar 2020
24 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, 2026Western Wealth Management, LLC holds $10,040,425 across 9 Medical Devices names. MDT ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
9,515 | $2,995,702 | |
| 2 | ABT |
Abbott Laboratories
|
27,156 | $2,464,134 | |
| 3 | MDT |
Medtronic plc
This page
|
20,693 | $1,618,812 | |
| 4 | ATEC |
Alphatec Holdings, Inc.
|
108,814 | $941,241 | |
| 5 | BSX |
Boston Scientific Corp
|
13,974 | $596,410 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
5,838 | $502,593 | |
| 7 | NPCE |
NeuroPace Inc
|
22,950 | $364,675 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
5,220 | $334,132 |
All Filings in MDT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,618,812 | 20,693 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,766,099 | 20,382 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $527,465 | 5,491 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $469,342 | 4,928 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $410,832 | 4,713 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $505,732 | 5,628 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $391,252 | 4,898 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,892,340 | 21,019 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $664,627 | 8,444 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,075,343 | 12,339 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,595,123 | 19,363 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,523,240 | 19,439 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,589,940 | 18,047 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $1,349,498 | 16,739 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $1,253,623 | 16,130 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,224,420 | 27,547 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,027,811 | 22,594 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,599,225 | 23,427 | Shares | Sole | 2022-05-10 | |
| 2021-06-30 | $1,559,693 | 12,565 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $436,254 | 3,693 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $435,292 | 3,716 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $635,262 | 6,113 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $614,665 | 6,703 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $559,476 | 6,204 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||