Position in MDT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$601,901
-$72,062 QoQ
Shares Held
7,694
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,276
of 2,102 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, 2026MONTAG A & ASSOCIATES INC holds $23,768,471 across 12 Medical Devices names. MDT ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
34,949 | $11,003,343 | |
| 2 | ABT |
Abbott Laboratories
|
82,141 | $7,453,474 | |
| 3 | EW |
Edwards Lifesciences Corp
|
47,617 | $4,307,433 | |
| 4 | MDT |
Medtronic plc
This page
|
7,694 | $601,901 | |
| 5 | STE |
STERIS plc
|
1,200 | $252,684 | |
| 6 | BSX |
Boston Scientific Corp
|
2,680 | $114,382 | |
| 7 | PHG |
Koninklijke Philips NV
|
512 | $13,921 | |
| 8 | SNN |
Smith & Nephew PLC
|
459 | $13,223 |
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,901 | 7,694 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $673,963 | 7,778 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $738,509 | 7,688 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $748,872 | 7,863 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $631,459 | 7,244 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $719,329 | 8,005 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $601,097 | 7,525 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $680,086 | 7,554 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $719,330 | 9,139 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $832,282 | 9,550 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $752,376 | 9,133 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $797,783 | 10,181 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $838,183 | 9,514 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $871,824 | 10,814 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $891,059 | 11,465 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,062,185 | 13,154 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,088,667 | 12,130 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,419,716 | 12,796 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $1,750,136 | 13,962 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,748,122 | 14,083 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,663,624 | 14,083 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,761,668 | 15,039 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,609,616 | 15,489 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,620,797 | 17,675 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $2,897,573 | 32,131 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||