Position in MDT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$222,329
-$23,930 QoQ
Shares Held
2,842
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,727
of 2,103 holders
Holding Since
Mar 2020
6 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, 2026AFFINITY INVESTMENT ADVISORS, LLC holds $222,329 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
|
2,842 | $222,329 |
All Filings in MDT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,329 | 2,842 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $246,259 | 2,842 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $273,002 | 2,842 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $270,672 | 2,842 | Shares | Sole | 2025-11-10 | |
| 2020-06-30 | $1,121,491 | 12,230 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,881,431 | 31,952 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||