Position in MDT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$410,394
-$111,239 QoQ
Shares Held
5,246
-12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,443
of 2,098 holders
Holding Since
Mar 2025
6 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, 2026Everhart Financial Group, Inc. holds $3,939,418 across 7 Medical Devices names. MDT ranks #5 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
12,762 | $1,158,023 | |
| 2 | SYK |
Stryker Corp
|
3,368 | $1,060,381 | |
| 3 | EW |
Edwards Lifesciences Corp
|
6,536 | $591,246 | |
| 4 | BSX |
Boston Scientific Corp
|
11,706 | $499,612 | |
| 5 | MDT |
Medtronic plc
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|
5,246 | $410,394 | |
| 6 | NEOG |
Neogen Corp
|
18,058 | $162,341 | |
| 7 | CTKB |
Cytek Biosciences, Inc.
|
12,962 | $57,421 |
All Filings in MDT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,394 | 5,246 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $521,633 | 6,020 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $515,361 | 5,365 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $457,152 | 4,800 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $295,070 | 3,385 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $266,614 | 2,967 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||