Position in MDT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,934,284
+$596,507 QoQ
Shares Held
139,771
+17.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#384
of 2,109 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Derivatives in MDT
reported options exposure · as of Dec 31, 2025CallValue
$931,782
CallShares
9,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Jun 30, 2026Arkadios Wealth Advisors holds $18,616,833 across 10 Medical Devices names. MDT ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
139,771 | $10,934,284 | |
| 2 | ABT |
Abbott Laboratories
|
41,406 | $3,757,179 | |
| 3 | SYK |
Stryker Corp
|
3,074 | $967,817 | |
| 4 | DXCM |
Dexcom Inc
|
13,405 | $902,825 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
9,773 | $625,568 | |
| 6 | BSX |
Boston Scientific Corp
|
9,370 | $399,911 | |
| 7 | EW |
Edwards Lifesciences Corp
|
4,056 | $366,905 | |
| 8 | STE |
STERIS plc
|
1,117 | $235,205 |
All Filings in MDT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,934,284 | 139,771 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,337,777 | 119,305 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $931,782 | 9,700 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $10,659,777 | 110,970 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,803,624 | 102,936 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $923,828 | 9,700 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $845,549 | 9,700 | Call | Sole | 2025-08-04 | |
| 2025-06-30 | $8,167,218 | 93,693 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,042,956 | 78,377 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,162,165 | 64,624 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,467,071 | 60,725 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,899,844 | 49,547 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,009,422 | 46,006 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,749,937 | 45,520 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,352,319 | 42,781 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,339,319 | 26,553 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,186,011 | 27,115 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,859,995 | 23,932 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,661,189 | 20,572 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $262,429 | 2,924 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $267,500 | 2,411 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $338,445 | 2,700 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $337,261 | 2,717 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $212,043 | 1,795 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $194,218 | 1,658 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $170,013 | 1,636 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $171,845 | 1,874 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $154,839 | 1,717 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||