Position in MDT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$15,254
+$3,297 QoQ
Shares Held
195
+41.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,992
of 2,102 holders
Holding Since
Dec 2023
5 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $441,136 across 21 Medical Devices names. MDT ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
2,258 | $204,890 | |
| 2 | EW |
Edwards Lifesciences Corp
|
624 | $56,447 | |
| 3 | ZBH |
Zimmer Biomet Holdings, Inc.
|
386 | $33,230 | |
| 4 | STE |
STERIS plc
|
123 | $25,900 | |
| 5 | GMED |
Globus Medical Inc
|
319 | $25,204 | |
| 6 | DXCM |
Dexcom Inc
|
249 | $16,770 | |
| 7 | MDT |
Medtronic plc
This page
|
195 | $15,254 | |
| 8 | PODD |
Insulet Corp
|
90 | $13,702 |
All Filings in MDT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,254 | 195 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $11,957 | 138 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $11,719 | 122 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $10,952 | 115 | Shares | Sole | 2025-10-14 | |
| 2023-12-31 | $65,904 | 800 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||