Position in MDT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$754,919
-$214,781 QoQ
Shares Held
9,650
-13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,170
of 2,103 holders
Holding Since
Mar 2024
10 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $4,729,282 across 7 Medical Devices names. MDT ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
12,990 | $1,178,712 | |
| 2 | SYK |
Stryker Corp
|
3,119 | $981,985 | |
| 3 | MDT |
Medtronic plc
This page
|
9,650 | $754,919 | |
| 4 | BSX |
Boston Scientific Corp
|
15,342 | $654,796 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
|
6,903 | $594,279 | |
| 6 | EW |
Edwards Lifesciences Corp
|
5,896 | $533,352 | |
| 7 | PACB |
Pacific Biosciences Of California, Inc.
|
18,595 | $31,239 |
All Filings in MDT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754,919 | 9,650 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $969,700 | 11,191 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,094,219 | 11,391 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,032,782 | 10,844 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $678,618 | 7,785 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $647,351 | 7,204 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $574,097 | 7,187 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $837,279 | 9,300 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $908,234 | 11,539 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,479,109 | 16,972 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||