Position in MDT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$974,432
-$82,957 QoQ
Shares Held
12,456
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,059
of 2,103 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $1,723,399 across 2 Medical Devices names. MDT ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
12,456 | $974,432 | |
| 2 | ABT |
Abbott Laboratories
|
8,254 | $748,967 |
All Filings in MDT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $974,432 | 12,456 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,057,389 | 12,203 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,248,972 | 13,002 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $1,377,075 | 14,459 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,273,728 | 14,612 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,280,415 | 14,249 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,039,718 | 13,016 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,415,991 | 15,728 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,352,473 | 17,183 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,544,820 | 17,726 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,586,391 | 19,257 | Shares | Sole | 2024-02-23 | |
| No filing history on record for this holder in this stock. | ||||||