Position in MDT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$60,550
-$6,777 QoQ
Shares Held
774
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,873
of 2,103 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $304,514 across 8 Medical Devices names. MDT ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EW |
Edwards Lifesciences Corp
|
870 | $78,700 | |
| 2 | MDT |
Medtronic plc
This page
|
774 | $60,550 | |
| 3 | ABT |
Abbott Laboratories
|
657 | $59,616 | |
| 4 | SYK |
Stryker Corp
|
170 | $53,522 | |
| 5 | PHG |
Koninklijke Philips NV
|
954 | $25,939 | |
| 6 | PROF |
Profound Medical Corp.
|
2,000 | $13,300 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
161 | $10,305 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
30 | $2,582 |
All Filings in MDT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,550 | 774 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $67,327 | 777 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $74,638 | 777 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $74,001 | 777 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $67,731 | 777 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $18,241 | 203 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $16,215 | 203 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $18,276 | 203 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $15,978 | 203 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $17,952 | 206 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $16,970 | 206 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,142 | 206 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $18,148 | 206 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $16,607 | 206 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $16,010 | 206 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $16,715 | 207 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $19,296 | 215 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $60,800 | 548 | Shares | Sole | 2022-04-07 | |
| 2021-09-30 | $68,691 | 548 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $62,189 | 501 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $53,867 | 456 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $42,170 | 360 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||