W.G. Shaheen & Associates DBA Whitney & Co
Position in MDT — Medtronic plc
CIK 1577001
ROCHESTER, NY
Position in MDT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,754,648
-$253,867 QoQ
Shares Held
47,995
+3.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#646
of 2,109 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $28,828,276 across 4 Medical Devices names. MDT ranks #3 (13.0% of the industry book) .
All Filings in MDT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,754,648 | 47,995 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,008,515 | 46,261 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,201,472 | 43,738 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,134,538 | 32,912 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,903,718 | 102,142 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $9,141,367 | 101,729 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,939,592 | 99,394 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,858,411 | 98,394 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,626,290 | 96,891 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,389,494 | 96,265 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,718,264 | 93,691 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,810,411 | 48,627 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,215,673 | 47,851 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||