Position in MDT
as of Mar 31, 2026
· filed May 26, 2026
Position Value
$201,721
-$14,702 QoQ
Shares Held
2,328
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Summit Financial Wealth Advisors, LLC holds $343,995 across 1 Medical Devices name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
3,791 | $343,995 |
All Filings in MDT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,721 | 2,328 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $216,423 | 2,253 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||