Position in MDT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$176,173
-$5,532 QoQ
Shares Held
2,252
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,798
of 2,103 holders
Holding Since
Mar 2024
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, 2026Cassaday & Co Wealth Management LLC holds $4,670,567 across 14 Medical Devices names. MDT ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
34,821 | $3,159,657 | |
| 2 | SYK |
Stryker Corp
|
2,729 | $859,198 | |
| 3 | EW |
Edwards Lifesciences Corp
|
2,552 | $230,853 | |
| 4 | MDT |
Medtronic plc
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|
2,252 | $176,173 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
1,896 | $121,362 | |
| 6 | DXCM |
Dexcom Inc
|
689 | $46,404 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
486 | $41,839 | |
| 8 | BSX |
Boston Scientific Corp
|
438 | $18,693 |
All Filings in MDT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,173 | 2,252 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||