Position in MDT
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$181,705
-$27,321 QoQ
Shares Held
2,097
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Cassaday & Co Wealth Management LLC holds $5,613,322 across 15 Medical Devices names. MDT ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
34,850 | $3,578,049 | |
| 2 | SYK |
Stryker Corp
|
2,728 | $896,393 | |
| 3 | MASS |
908 Devices Inc.
|
71,629 | $438,369 | |
| 4 | EW |
Edwards Lifesciences Corp
|
2,912 | $233,192 | |
| 5 | MDT |
Medtronic plc
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|
2,097 | $181,705 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
1,912 | $136,096 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
486 | $43,944 | |
| 8 | DXCM |
Dexcom Inc
|
695 | $43,646 |
All Filings in MDT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $181,705 | 2,097 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $209,026 | 2,176 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $595,106 | 7,450 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $216,342 | 2,403 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $215,347 | 2,471 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||