Position in MDT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,588
-$62,338 QoQ
Shares Held
97
-88.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,028
of 2,098 holders
Holding Since
Dec 2024
7 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, 2026Whipplewood Advisors, LLC holds $123,023 across 12 Medical Devices names. MDT ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
268 | $84,377 | |
| 2 | PHG |
Koninklijke Philips NV
|
329 | $8,945 | |
| 3 | BSX |
Boston Scientific Corp
|
188 | $8,023 | |
| 4 | MDT |
Medtronic plc
This page
|
97 | $7,588 | |
| 5 | ABT |
Abbott Laboratories
|
78 | $7,077 | |
| 6 | STE |
STERIS plc
|
8 | $1,684 | |
| 7 | SNN |
Smith & Nephew PLC
|
52 | $1,498 | |
| 8 | PODD |
Insulet Corp
|
9 | $1,370 |
All Filings in MDT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,588 | 97 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $69,926 | 807 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $29,778 | 310 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,572 | 300 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $126,569 | 1,452 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $45,916 | 1,302 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $119,498 | 1,496 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||