Position in MDT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$400,928
-$185,605 QoQ
Shares Held
5,125
-24.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,457
of 2,098 holders
Holding Since
Mar 2020
25 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, 2026VALLEY NATIONAL ADVISERS INC holds $4,250,144 across 10 Medical Devices names. MDT ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
5,694 | $1,792,698 | |
| 2 | STE |
STERIS plc
|
7,979 | $1,680,138 | |
| 3 | MDT |
Medtronic plc
This page
|
5,125 | $400,928 | |
| 4 | BFLY |
Butterfly Network, Inc.
|
15,614 | $131,469 | |
| 5 | EW |
Edwards Lifesciences Corp
|
1,218 | $110,180 | |
| 6 | ABT |
Abbott Laboratories
|
771 | $69,960 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
598 | $38,277 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
149 | $12,827 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,928 | 5,125 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $586,533 | 6,769 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $650,902 | 6,776 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $655,917 | 6,887 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $601,473 | 6,900 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $776,030 | 8,636 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,166,105 | 27,117 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,104,864 | 34,487 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,415,729 | 81,511 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,572,114 | 86,886 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,249,098 | 75,857 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $5,701,472 | 72,760 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,877,743 | 55,366 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,000 | 55,747 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $4,205,584 | 54,112 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $5,035,327 | 62,357 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,713,574 | 63,661 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $6,540,946 | 58,954 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $1,560,858 | 12,452 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,428,736 | 11,510 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,365,228 | 11,557 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,361,049 | 11,619 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $959,077 | 9,229 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $901,686 | 9,833 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $905,226 | 10,038 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||