Position in MDT
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$220,697
-$1,890,701 QoQ
Shares Held
2,547
-88.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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 Mar 31, 2026Forum Financial Management, LP holds $5,789,480 across 7 Medical Devices names. MDT ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
46,820 | $4,807,009 | |
| 2 | SYK |
Stryker Corp
|
705 | $231,655 | |
| 3 | GEHC |
GE HealthCare Technologies Inc.
|
3,177 | $226,138 | |
| 4 | MDT |
Medtronic plc
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|
2,547 | $220,697 | |
| 5 | SSII |
SS Innovations International, Inc.
|
38,469 | $192,345 | |
| 6 | MDAI |
Spectral AI, Inc.
|
60,501 | $88,936 | |
| 7 | NNOX |
Nano-X Imaging Ltd.
|
10,000 | $22,700 |
All Filings in MDT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,697 | 2,547 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,111,398 | 21,980 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,083,755 | 21,879 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,774,694 | 20,359 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,673,372 | 18,622 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,017,830 | 12,742 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $1,197,038 | 13,296 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,082,734 | 13,756 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,205,981 | 13,838 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,295,343 | 15,724 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,273,820 | 16,256 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,477,965 | 16,776 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,294,112 | 16,052 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $960,774 | 12,362 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $790,704 | 9,792 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $852,176 | 9,495 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $962,380 | 8,674 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||