Position in MDT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$491,440
+$161,477 QoQ
Shares Held
6,282
+65.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,364
of 2,103 holders
Holding Since
Jun 2024
9 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, 2026NEW WAVE WEALTH ADVISORS LLC holds $1,012,112 across 2 Medical Devices names. MDT ranks #2 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZBH |
Zimmer Biomet Holdings, Inc.
|
6,048 | $520,672 | |
| 2 | MDT |
Medtronic plc
This page
|
6,282 | $491,440 |
All Filings in MDT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,440 | 6,282 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $329,963 | 3,808 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $339,476 | 3,534 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $279,529 | 2,935 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $255,843 | 2,935 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $264,547 | 2,944 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $291,562 | 3,650 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $388,479 | 4,315 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $349,865 | 4,445 | Shares | Sole | 2024-08-27 | |
| No filing history on record for this holder in this stock. | ||||||