Position in MDT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,889,132
+$9,022,145 QoQ
Shares Held
126,411
+1075.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
5.79%
of 13F equity value
Holder Rank
#405
of 2,100 holders
Holding Since
Dec 2022
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Keystone Financial Planning, Inc. holds $9,889,132 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
|
126,411 | $9,889,132 |
All Filings in MDT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,889,132 | 126,411 | Shares | Sole | 2026-07-15 | |
| 2023-03-31 | $866,987 | 10,754 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $746,345 | 9,603 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||