PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in MDT — Medtronic plc
CIK 2145782
WALTHAM, MA
Position in MDT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$121,882
-$12,772 QoQ
Shares Held
1,558
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,818
of 2,103 holders
Holding Since
Dec 2022
13 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $509,209 across 7 Medical Devices names. MDT ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GMED |
Globus Medical Inc
|
2,163 | $170,898 | |
| 2 | MDT |
Medtronic plc
This page
|
1,558 | $121,882 | |
| 3 | BSX |
Boston Scientific Corp
|
1,992 | $85,018 | |
| 4 | ABT |
Abbott Laboratories
|
667 | $60,523 | |
| 5 | SYK |
Stryker Corp
|
105 | $33,058 | |
| 6 | STE |
STERIS plc
|
152 | $32,006 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
91 | $5,824 |
All Filings in MDT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,882 | 1,558 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $134,654 | 1,554 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $139,575 | 1,453 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $119,335 | 1,253 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $56,922 | 653 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $105,136 | 1,170 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $98,412 | 1,232 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $97,142 | 1,079 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $51,712 | 657 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $57,257 | 657 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $54,123 | 657 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $224,042 | 2,779 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $179,144 | 2,305 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||