Position in MDT
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$24,521
-$2,663 QoQ
Shares Held
283
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Lodestone Wealth Management LLC holds $303,032 across 10 Medical Devices names. MDT ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,185 | $121,663 | |
| 2 | SYK |
Stryker Corp
|
198 | $65,060 | |
| 3 | CLPT |
ClearPoint Neuro, Inc.
|
5,319 | $48,402 | |
| 4 | MDT |
Medtronic plc
This page
|
283 | $24,521 | |
| 5 | PRCT |
PROCEPT BioRobotics Corp
|
672 | $16,806 | |
| 6 | BSX |
Boston Scientific Corp
|
221 | $13,867 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
55 | $4,973 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
60 | $4,270 |
All Filings in MDT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,521 | 283 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $27,184 | 283 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||