Position in MDT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$434,645
-$9,003 QoQ
Shares Held
5,556
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,417
of 2,102 holders
Holding Since
Jun 2021
20 quarters on record
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Beta Wealth Group, Inc. holds $888,980 across 2 Medical Devices names. MDT ranks #2 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
5,007 | $454,335 | |
| 2 | MDT |
Medtronic plc
This page
|
5,556 | $434,645 |
All Filings in MDT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,645 | 5,556 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $443,648 | 5,120 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $398,168 | 4,145 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $611,155 | 6,417 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $576,542 | 6,614 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $586,246 | 6,524 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $528,645 | 6,618 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $622,827 | 6,918 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $520,430 | 6,612 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $567,085 | 6,507 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $445,263 | 5,405 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $462,402 | 5,901 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $493,360 | 5,600 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $395,038 | 4,900 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $341,968 | 4,400 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $331,075 | 4,100 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $350,025 | 3,900 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $388,325 | 3,500 | Shares | Other | 2022-05-12 | |
| 2021-09-30 | $238,165 | 1,900 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $235,847 | 1,900 | Shares | Other | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||