Summit Financial Strategies, Inc.

Position in MDT — Medtronic plc

CIK 1625246 Columbus, OH

Position in MDT

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$210,386

-$61,175 QoQ

Shares Held

2,428

-14.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Summit Financial Strategies, Inc. holds $681,687 across 2 Medical Devices names.

#	Ticker	Company	Shares	Value (USD)	Open
1	ABT	Abbott Laboratories	7,226	$655,687
2	MYO	Myomo, Inc.	25,000	$26,000

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$210,386	2,428	-14.1%	Shares	Sole	2026-05-01
2025-12-31	$271,561	2,827	+16.4%	Shares	Sole	2026-01-27
2025-09-30	$231,242	2,428	-1.7%	Shares	Sole	2025-10-22
2025-06-30	$215,397	2,471	+1.8%	Shares	Sole	2025-07-17
2025-03-31	$218,180	2,428	-12.3%	Shares	Sole	2025-05-12
2024-12-31	$221,187	2,769	+0.6%	Shares	Sole	2025-01-22
2024-09-30	$247,762	2,752	-8.0%	Shares	Sole	2024-10-16
2024-06-30	$235,500	2,992	-8.7%	Shares	Sole	2024-07-19
2024-03-31	$285,590	3,277	-10.2%	Shares	Sole	2024-05-09
2023-12-31	$300,522	3,648	0.0%	Shares	Sole	2024-02-13
2023-09-30	$285,857	3,648	+3.0%	Shares	Sole	2023-10-24
2023-06-30	$311,962	3,541	+0.0%	Shares	Sole	2023-07-21
2023-03-31	$285,394	3,540	+2.9%	Shares	Sole	2023-04-21
2022-12-31	$267,356	3,440	0.0%	Shares	Sole	2023-01-20
2022-09-30	$277,780	3,440	0.0%	Shares	Sole	2022-10-21
2022-06-30	$308,740	3,440	-2.8%	Shares	Sole	2022-07-25
2022-03-31	$392,763	3,540	+2.9%	Shares	Sole	2022-05-04
2021-09-30	$431,204	3,440	+5.5%	Shares	Sole	2021-11-10
2021-06-30	$404,912	3,262	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.