Position in MDT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$366,507
+$29,872 QoQ
Shares Held
4,685
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,501
of 2,103 holders
Holding Since
Mar 2023
8 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, 2026Retirement Planning Group, LLC holds $2,125,921 across 3 Medical Devices names. MDT ranks #3 (17.2% of the industry book) .
All Filings in MDT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,507 | 4,685 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $336,635 | 3,885 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $395,863 | 4,121 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $325,816 | 3,421 | Shares | Sole | 2025-10-27 | |
| 2023-12-31 | $300,934 | 3,653 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $240,643 | 3,071 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $234,081 | 2,657 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $214,207 | 2,657 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||