Position in MDT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$393,650
-$172,143 QoQ
Shares Held
4,543
-22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Rothschild Wealth LLC holds $7,177,513 across 11 Medical Devices names. MDT ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
28,194 | $2,894,677 | |
| 2 | SYK |
Stryker Corp
|
3,447 | $1,132,649 | |
| 3 | CATX |
Perspective Therapeutics, Inc.
|
164,821 | $687,303 | |
| 4 | EW |
Edwards Lifesciences Corp
|
7,185 | $575,374 | |
| 5 | MASI |
Masimo Corp
|
2,250 | $400,207 | |
| 6 | MDT |
Medtronic plc
This page
|
4,543 | $393,650 | |
| 7 | VMD |
Viemed Healthcare, Inc.
|
32,285 | $297,344 | |
| 8 | BSX |
Boston Scientific Corp
|
3,592 | $225,398 |
All Filings in MDT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $393,650 | 4,543 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $565,793 | 5,890 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||