Position in MDT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$462,104
-$58,315 QoQ
Shares Held
5,907
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,386
of 2,103 holders
Holding Since
Dec 2024
7 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, 2026Aegis Wealth Management LLC holds $462,104 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
|
5,907 | $462,104 |
All Filings in MDT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,104 | 5,907 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $520,419 | 6,006 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $617,473 | 6,428 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $634,107 | 6,658 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $597,463 | 6,854 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $615,900 | 6,854 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $267,917 | 3,354 | Shares | Sole | 2025-03-07 | |
| No filing history on record for this holder in this stock. | ||||||