Position in MDT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$7,610,996
-$919,436 QoQ
Shares Held
97,290
-1.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#460
of 2,103 holders
Holding Since
Jun 2024
9 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $24,770,636 across 13 Medical Devices names. MDT ranks #1 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
97,290 | $7,610,996 | |
| 2 | SYK |
Stryker Corp
|
17,275 | $5,438,861 | |
| 3 | STE |
STERIS plc
|
14,817 | $3,120,015 | |
| 4 | UFPT |
Ufp Technologies Inc
|
10,009 | $2,653,686 | |
| 5 | ABT |
Abbott Laboratories
|
23,681 | $2,148,813 | |
| 6 | TMDX |
TransMedics Group, Inc.
|
15,872 | $1,054,218 | |
| 7 | PEN |
Penumbra Inc
|
2,480 | $783,060 | |
| 8 | BSX |
Boston Scientific Corp
|
15,146 | $646,431 |
All Filings in MDT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,610,996 | 97,290 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $8,530,432 | 98,447 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,238,808 | 64,947 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,653,255 | 59,358 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,979,673 | 57,126 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,612,783 | 51,333 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,658,823 | 45,804 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,779,226 | 30,870 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,371,611 | 30,131 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||