Position in MDT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$262,696
-$479,028 QoQ
Shares Held
3,358
-60.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,652
of 2,103 holders
Holding Since
Jun 2020
24 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, 2026OKABENA INVESTMENT SERVICES INC holds $3,899,960 across 3 Medical Devices names. MDT ranks #3 (6.7% of the industry book) .
All Filings in MDT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,696 | 3,358 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $741,724 | 8,560 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,386,914 | 14,438 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,529,459 | 16,059 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $283,128 | 3,248 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $291,865 | 3,248 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $259,450 | 3,248 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $332,750 | 3,696 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $255,650 | 3,248 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $283,063 | 3,248 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $267,570 | 3,248 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,910,103 | 24,376 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $1,892,828 | 21,485 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,353,620 | 29,194 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,277,118 | 29,299 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,373,646 | 29,395 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,641,163 | 29,428 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,810,023 | 34,340 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $75,210 | 600 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $74,478 | 600 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $70,878 | 600 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $70,284 | 600 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $62,352 | 600 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $55,020 | 600 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||