Position in MDT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$481,270
-$111,069 QoQ
Shares Held
6,152
-10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,374
of 2,103 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $8,997,375 across 8 Medical Devices names. MDT ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
42,254 | $3,834,127 | |
| 2 | SYK |
Stryker Corp
|
10,631 | $3,347,063 | |
| 3 | DXCM |
Dexcom Inc
|
13,491 | $908,618 | |
| 4 | MDT |
Medtronic plc
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|
6,152 | $481,270 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
4,091 | $261,864 | |
| 6 | BSX |
Boston Scientific Corp
|
3,752 | $160,135 | |
| 7 | IART |
Integra Lifesciences Holdings Corp
|
200 | $3,592 | |
| 8 | PHG |
Koninklijke Philips NV
|
26 | $706 |
All Filings in MDT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,270 | 6,152 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $592,339 | 6,836 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $647,444 | 6,740 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $730,300 | 7,668 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $560,764 | 6,433 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $530,892 | 5,908 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $438,221 | 5,486 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $537,389 | 5,969 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $450,378 | 5,722 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $550,526 | 6,317 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $546,344 | 6,632 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $512,160 | 6,536 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $392,133 | 4,451 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $355,292 | 4,407 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $329,999 | 4,246 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $393,010 | 4,867 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $488,688 | 5,445 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $631,416 | 5,691 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $575,906 | 5,567 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $689,425 | 5,500 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $695,128 | 5,600 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $679,956 | 5,756 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $687,963 | 5,873 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $588,291 | 5,661 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $697,286 | 7,604 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $690,327 | 7,655 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||