Position in MDT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,201,823
-$2,157,100 QoQ
Shares Held
66,494
-21.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#550
of 2,075 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Derivatives in MDT
reported options exposure · as of Dec 31, 2024CallValue
$7,988
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $33,882,686 across 15 Medical Devices names. MDT ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
120,960 | $10,975,909 | |
| 2 | MDT |
Medtronic plc
This page
|
66,494 | $5,201,823 | |
| 3 | SYK |
Stryker Corp
|
16,239 | $5,112,686 | |
| 4 | EW |
Edwards Lifesciences Corp
|
37,099 | $3,355,975 | |
| 5 | STE |
STERIS plc
|
13,502 | $2,843,115 | |
| 6 | BSX |
Boston Scientific Corp
|
55,565 | $2,371,513 | |
| 7 | PHG |
Koninklijke Philips NV
|
43,726 | $1,188,909 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
10,570 | $676,585 |
All Filings in MDT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,201,823 | 66,494 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $7,358,923 | 84,927 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,905,322 | 103,116 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,068,863 | 53,222 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,615,477 | 52,948 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,271,944 | 47,540 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,988 | 100 | Call | Sole | 2025-02-03 | |
| 2024-12-31 | $5,261,136 | 65,863 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $9,003 | 100 | Call | Sole | 2024-10-30 | |
| 2024-09-30 | $5,945,221 | 66,036 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,814,533 | 61,168 | Shares | Sole | 2024-07-30 | |
| 2024-06-30 | $7,871 | 100 | Call | Sole | 2024-07-30 | |
| 2024-03-31 | $3,441,553 | 39,490 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,236,205 | 27,145 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||