Position in PODD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,526,284
+$565,120 QoQ
Shares Held
16,593
+77.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#233
of 716 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in PODD Over Time
Shares Held
Position Value (USD)
Derivatives in PODD
reported options exposure · as of Jun 30, 2026CallValue
$15,225
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $192,891,387 across 50 Medical Devices names. PODD ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
509,302 | $46,214,063 | |
| 2 | STE |
STERIS plc
|
209,519 | $44,118,415 | |
| 3 | SYK |
Stryker Corp
|
138,667 | $43,657,918 | |
| 4 | MDT |
Medtronic plc
|
258,603 | $20,230,512 | |
| 5 | EW |
Edwards Lifesciences Corp
|
60,926 | $5,511,365 | |
| 6 | BSX |
Boston Scientific Corp
|
123,736 | $5,281,052 | |
| 7 | DXCM |
Dexcom Inc
|
47,517 | $3,200,269 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
47,861 | $3,063,582 |
All Filings in PODD
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,225 | 100 | Call | Sole | 2026-08-13 | |
| 2026-06-30 | $2,526,284 | 16,593 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,961,164 | 9,346 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,488,280 | 5,236 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,473,877 | 4,774 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,347,832 | 4,290 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $991,352 | 3,775 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $570,437 | 2,185 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $409,640 | 1,760 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $337,813 | 1,674 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $221,277 | 1,291 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $597,345 | 2,753 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $333,812 | 2,093 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $535,735 | 1,858 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $665,031 | 2,085 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $705,358 | 2,396 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $532,437 | 2,321 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $584,079 | 2,680 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $754,150 | 2,831 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $503,670 | 1,893 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $373,193 | 1,313 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $409,294 | 1,491 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $563,065 | 2,158 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $327,462 | 1,281 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $261,668 | 1,106 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $192,317 | 990 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $120,615 | 728 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||