Position in MDT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$297,296
-$3,852 QoQ
Shares Held
3,431
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 202649 WEALTH MANAGEMENT, LLC holds $932,989 across 7 Medical Devices names. MDT ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
1,020 | $335,161 | |
| 2 | MDT |
Medtronic plc
This page
|
3,431 | $297,296 | |
| 3 | BBNX |
Beta Bionics, Inc.
|
11,906 | $119,298 | |
| 4 | MASS |
908 Devices Inc.
|
17,101 | $104,658 | |
| 5 | BFLY |
Butterfly Network, Inc.
|
11,433 | $46,189 | |
| 6 | LUNG |
Pulmonx Corp
|
15,184 | $19,587 | |
| 7 | HYPR |
Hyperfine, Inc.
|
10,000 | $10,800 |
All Filings in MDT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $297,296 | 3,431 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $301,148 | 3,135 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $311,339 | 3,269 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $293,414 | 3,366 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $298,245 | 3,319 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $261,686 | 3,276 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $359,669 | 3,995 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $410,079 | 5,210 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $462,679 | 5,309 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $424,174 | 5,149 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||