Position in MDT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,740,702
-$1,077,495 QoQ
Shares Held
98,948
-2.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#456
of 2,103 holders
Holding Since
Mar 2022
18 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, 2026HB Wealth Management, LLC holds $43,109,610 across 18 Medical Devices names. MDT ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
182,055 | $16,519,670 | |
| 2 | MDT |
Medtronic plc
This page
|
98,948 | $7,740,702 | |
| 3 | SYK |
Stryker Corp
|
17,817 | $5,609,504 | |
| 4 | EW |
Edwards Lifesciences Corp
|
28,155 | $2,546,901 | |
| 5 | BSX |
Boston Scientific Corp
|
58,212 | $2,484,488 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
18,538 | $1,595,936 | |
| 7 | GMED |
Globus Medical Inc
|
15,185 | $1,199,766 | |
| 8 | TMDX |
TransMedics Group, Inc.
|
15,062 | $1,000,418 |
All Filings in MDT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,740,702 | 98,948 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $8,818,197 | 101,768 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,338,457 | 107,625 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $10,345,445 | 108,625 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,827,618 | 101,269 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,633,479 | 96,077 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,375,462 | 79,813 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,820,852 | 75,762 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,697,433 | 85,090 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,490,496 | 74,475 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,467,642 | 66,371 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $5,566,380 | 71,036 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,022,163 | 68,356 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $5,376,386 | 66,688 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,089,370 | 39,750 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,419,528 | 54,731 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,408,161 | 49,116 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,789,378 | 43,167 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||