Position in MDT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,097,798
-$506,436 QoQ
Shares Held
14,033
-24.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,013
of 2,098 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $9,171,008 across 7 Medical Devices names. MDT ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
58,399 | $5,299,121 | |
| 2 | SYK |
Stryker Corp
|
5,503 | $1,732,563 | |
| 3 | MDT |
Medtronic plc
This page
|
14,033 | $1,097,798 | |
| 4 | EW |
Edwards Lifesciences Corp
|
4,253 | $384,725 | |
| 5 | BSX |
Boston Scientific Corp
|
5,874 | $250,701 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
3,436 | $219,936 | |
| 7 | NEOG |
Neogen Corp
|
20,708 | $186,164 |
All Filings in MDT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,097,798 | 14,033 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,604,234 | 18,514 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,238,963 | 23,308 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,845,368 | 19,376 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,446,060 | 16,589 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,570,570 | 17,478 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,112,566 | 13,928 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $1,226,567 | 13,624 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $1,036,530 | 13,169 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $727,003 | 8,342 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||