Position in MDT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$679,662
+$119,644 QoQ
Shares Held
8,688
+34.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,223
of 2,103 holders
Holding Since
Jun 2023
13 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $3,531,640 across 6 Medical Devices names. MDT ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
11,849 | $1,075,178 | |
| 2 | SYK |
Stryker Corp
|
2,229 | $701,778 | |
| 3 | MDT |
Medtronic plc
This page
|
8,688 | $679,662 | |
| 4 | BSX |
Boston Scientific Corp
|
10,762 | $459,322 | |
| 5 | EW |
Edwards Lifesciences Corp
|
3,770 | $341,034 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
4,291 | $274,666 |
All Filings in MDT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,662 | 8,688 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $560,018 | 6,463 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,858,280 | 19,345 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $543,915 | 5,711 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $514,390 | 5,901 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $535,745 | 5,962 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $486,469 | 6,090 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,354,231 | 15,042 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,129,331 | 14,348 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,040,048 | 11,934 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,075,388 | 13,054 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $288,208 | 3,678 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $338,392 | 3,841 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||