Position in MDT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$12,718,242
-$1,368,968 QoQ
Shares Held
162,575
-0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#350
of 2,098 holders
Holding Since
Mar 2020
25 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, 2026Smith Salley Wealth Management holds $31,511,871 across 3 Medical Devices names. MDT ranks #2 (40.4% of the industry book) .
All Filings in MDT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,718,242 | 162,575 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $14,087,210 | 162,576 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $15,395,151 | 160,266 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $15,403,831 | 161,737 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $14,188,573 | 162,769 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $16,199,601 | 180,276 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $14,113,837 | 176,688 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $15,590,315 | 173,168 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $12,339,051 | 156,766 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $13,393,734 | 153,686 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $15,609,939 | 189,487 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $14,674,947 | 187,276 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $15,927,598 | 180,790 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $14,392,765 | 178,526 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $10,549,945 | 135,743 | Shares | Other | 2023-02-03 | |
| 2022-09-30 | $15,272,085 | 189,128 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $16,857,562 | 187,828 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $19,914,858 | 179,494 | Shares | Other | 2022-05-10 | |
| 2021-09-30 | $21,242,687 | 169,467 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $20,668,885 | 166,510 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $19,145,328 | 162,070 | Shares | Other | 2021-04-30 | |
| 2020-12-31 | $18,228,740 | 155,615 | Shares | Other | 2021-01-28 | |
| 2020-09-30 | $15,456,644 | 148,736 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $11,367,039 | 123,959 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $9,234,973 | 102,406 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||