Position in MDT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$63,053
+$17,713 QoQ
Shares Held
806
+70.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#773
of 898 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $601,944 across 12 Medical Devices names. MDT ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
990 | $311,691 | |
| 2 | ABT |
Abbott Laboratories
|
2,110 | $191,461 | |
| 3 | MDT |
Medtronic plc
This page
|
806 | $63,053 | |
| 4 | BSX |
Boston Scientific Corp
|
267 | $11,395 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
|
112 | $9,642 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
123 | $7,873 | |
| 7 | DXCM |
Dexcom Inc
|
82 | $5,522 | |
| 8 | MDAI |
Spectral AI, Inc.
|
300 | $519 |
All Filings in MDT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,053 | 806 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $45,340 | 472 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $44,858 | 471 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $57,532 | 660 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $61,014 | 679 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $58,072 | 727 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $83,997 | 933 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $365,135 | 4,639 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $151,641 | 1,740 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $304,476 | 3,696 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $580,099 | 7,403 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $497,853 | 5,651 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $190,585 | 2,364 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $291,061 | 3,745 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $400,923 | 4,965 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $451,263 | 5,028 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $543,655 | 4,900 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $185,518 | 1,480 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $415,835 | 3,350 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $383,922 | 3,250 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $26,473 | 226 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||