Position in MDT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$282,487
-$24,166 QoQ
Shares Held
3,611
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,617
of 2,103 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Montecito Bank & Trust holds $797,880 across 2 Medical Devices names. MDT ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
1,637 | $515,393 | |
| 2 | MDT |
Medtronic plc
This page
|
3,611 | $282,487 |
All Filings in MDT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,487 | 3,611 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $306,653 | 3,539 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $296,729 | 3,089 | Shares | Defined | 2026-01-09 | |
| 2025-09-30 | $329,148 | 3,456 | Shares | Defined | 2025-10-07 | |
| 2025-03-31 | $226,087 | 2,516 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $224,941 | 2,816 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $253,524 | 2,816 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $221,646 | 2,816 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $244,542 | 2,806 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $335,450 | 4,072 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $558,706 | 7,130 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $567,363 | 6,440 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $532,655 | 6,607 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $482,407 | 6,207 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $526,489 | 6,520 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $560,757 | 6,248 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $658,154 | 5,932 | Shares | Sole | 2022-04-22 | |
| 2021-09-30 | $679,772 | 5,423 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $686,438 | 5,530 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $645,343 | 5,463 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $778,628 | 6,647 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $681,402 | 6,557 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $704,439 | 7,682 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $736,409 | 8,166 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||