Position in MDT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,190,602
-$865,622 QoQ
Shares Held
104,699
+0.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
7.26%
of 13F equity value
Holder Rank
#443
of 2,103 holders
Holding Since
Mar 2020
25 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $8,562,536 across 9 Medical Devices names. MDT ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
104,699 | $8,190,602 | |
| 2 | ABT |
Abbott Laboratories
|
3,123 | $283,381 | |
| 3 | SYK |
Stryker Corp
|
160 | $50,374 | |
| 4 | PODD |
Insulet Corp
|
163 | $24,816 | |
| 5 | STE |
STERIS plc
|
34 | $7,159 | |
| 6 | BSX |
Boston Scientific Corp
|
145 | $6,188 | |
| 7 | EW |
Edwards Lifesciences Corp
|
98 | $8 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
89 | $5 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,190,602 | 104,699 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,056,224 | 104,515 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,010,988 | 104,216 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,925,531 | 104,216 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,083,985 | 104,210 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,364,310 | 104,210 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,324,294 | 104,210 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $232,367 | 2,581 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $203,150 | 2,581 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $239,488 | 2,748 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $235,030 | 2,853 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $223,561 | 2,853 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $251,349 | 2,853 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $246,535 | 3,058 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $237,667 | 3,058 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $246,933 | 3,058 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $274,455 | 3,058 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $339,285 | 3,058 | Shares | Sole | 2022-04-26 | |
| 2021-09-30 | $383,320 | 3,058 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $379,589 | 3,058 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $361,241 | 3,058 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $345,914 | 2,953 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $306,875 | 2,953 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $325,259 | 3,547 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $304,808 | 3,380 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||