Position in MDT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,465
-$33,993 QoQ
Shares Held
415
-45.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,933
of 2,103 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, 2026Medallion Wealth Advisors, LLC holds $1,283,234 across 12 Medical Devices names. MDT ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EW |
Edwards Lifesciences Corp
|
9,463 | $856,022 | |
| 2 | ABT |
Abbott Laboratories
|
1,774 | $160,972 | |
| 3 | SYK |
Stryker Corp
|
493 | $155,216 | |
| 4 | MDT |
Medtronic plc
This page
|
415 | $32,465 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
454 | $29,060 | |
| 6 | CNMD |
CONMED Corp
|
750 | $24,547 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
132 | $11,363 | |
| 8 | CERS |
Cerus Corp
|
2,319 | $6,771 |
All Filings in MDT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,465 | 415 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $66,458 | 767 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $99,227 | 1,033 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $99,237 | 1,042 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $90,828 | 1,042 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $93,629 | 1,042 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $76,602 | 959 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||