Position in MDT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$637,574
-$590,689 QoQ
Shares Held
8,150
-42.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,250
of 2,103 holders
Holding Since
Jun 2023
13 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, 2026Compound Planning, Inc. holds $15,546,398 across 8 Medical Devices names. MDT ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
119,850 | $10,875,188 | |
| 2 | SYK |
Stryker Corp
|
7,235 | $2,277,867 | |
| 3 | MDT |
Medtronic plc
This page
|
8,150 | $637,574 | |
| 4 | EW |
Edwards Lifesciences Corp
|
5,469 | $494,725 | |
| 5 | BSX |
Boston Scientific Corp
|
10,798 | $460,858 | |
| 6 | DXCM |
Dexcom Inc
|
5,131 | $345,572 | |
| 7 | PHG |
Koninklijke Philips NV
|
9,026 | $245,416 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
2,430 | $209,198 |
All Filings in MDT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,574 | 8,150 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,228,263 | 14,175 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,574,999 | 16,396 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,400,218 | 14,702 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $962,618 | 11,043 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,178,873 | 13,119 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $839,379 | 10,508 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,079,369 | 11,989 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $689,420 | 8,759 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $886,228 | 10,169 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $775,690 | 9,416 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $441,872 | 5,639 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $490,628 | 5,569 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||