Position in MDT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$319,804
-$9,292 QoQ
Shares Held
4,088
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#463
of 668 holders
Holding Since
Mar 2020
22 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, 2026Physician Wealth Advisors, Inc. holds $695,275 across 31 Medical Devices names. MDT ranks #1 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
4,088 | $319,804 | |
| 2 | SYK |
Stryker Corp
|
384 | $120,898 | |
| 3 | ABT |
Abbott Laboratories
|
1,129 | $102,445 | |
| 4 | BSX |
Boston Scientific Corp
|
752 | $32,095 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
413 | $26,436 | |
| 6 | DXCM |
Dexcom Inc
|
299 | $20,137 | |
| 7 | EW |
Edwards Lifesciences Corp
|
205 | $18,544 | |
| 8 | PODD |
Insulet Corp
|
61 | $9,287 |
All Filings in MDT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,804 | 4,088 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $329,096 | 3,798 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $207,297 | 2,158 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $217,909 | 2,288 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $159,869 | 1,834 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $164,982 | 1,836 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $143,384 | 1,795 | Shares | Sole | 2025-02-12 | |
| 2024-03-31 | $265,110 | 3,042 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $204,384 | 2,481 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $229,281 | 2,926 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $267,119 | 3,032 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $192,036 | 2,382 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $198,241 | 2,455 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $220,336 | 2,455 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $305,001 | 2,749 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $345,715 | 2,758 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $337,261 | 2,717 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $320,250 | 2,711 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $317,566 | 2,711 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $294,093 | 2,830 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $259,235 | 2,827 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $201,011 | 2,229 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||