Position in MDT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$925,773
-$173,122 QoQ
Shares Held
11,834
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,088
of 2,098 holders
Holding Since
Dec 2023
11 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, 2026CASTLEKEEP INVESTMENT ADVISORS LLC holds $925,773 across 1 Medical Devices name. MDT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
11,834 | $925,773 |
All Filings in MDT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $925,773 | 11,834 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,098,895 | 12,682 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,000,176 | 10,412 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,005,353 | 10,556 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,241,039 | 14,237 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,230,003 | 13,688 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,143,482 | 14,315 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $1,284,187 | 14,264 | Shares | Sole | 2025-02-21 | |
| 2024-06-30 | $986,236 | 12,530 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $1,095,301 | 12,568 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $1,158,427 | 14,062 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||