Position in MDT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,863,986
-$175,408 QoQ
Shares Held
23,827
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#847
of 2,098 holders
Holding Since
Dec 2025
3 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, 2026LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $2,384,379 across 2 Medical Devices names. MDT ranks #1 (78.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
23,827 | $1,863,986 | |
| 2 | ABT |
Abbott Laboratories
|
5,735 | $520,393 |
All Filings in MDT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,863,986 | 23,827 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,039,394 | 23,536 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,272,779 | 23,660 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||