Position in MDT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$463,278
-$64,940 QoQ
Shares Held
5,922
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,384
of 2,100 holders
Holding Since
Dec 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, 2026IVC Wealth Advisors LLC holds $910,665 across 2 Medical Devices names. MDT ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
5,922 | $463,278 | |
| 2 | SYK |
Stryker Corp
|
1,421 | $447,387 |
All Filings in MDT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,278 | 5,922 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $528,218 | 6,096 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $554,842 | 5,776 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $555,153 | 5,829 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $507,416 | 5,821 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $503,575 | 5,604 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $404,911 | 5,069 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $491,203 | 5,456 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $546,011 | 6,937 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $546,430 | 6,270 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $467,753 | 5,678 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $457,779 | 5,842 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $519,878 | 5,901 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $468,240 | 5,808 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $750,930 | 9,662 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $449,131 | 5,562 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $484,291 | 5,396 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $585,261 | 5,275 | Shares | Sole | 2022-04-27 | |
| 2021-09-30 | $605,941 | 4,834 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $581,424 | 4,684 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $524,379 | 4,439 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $529,707 | 4,522 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||