Position in MDT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$287,808
+$21,446 QoQ
Shares Held
3,679
+19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,608
of 2,100 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Alpha Omega Wealth Management LLC holds $2,347,081 across 3 Medical Devices names. MDT ranks #2 (12.3% of the industry book) .
All Filings in MDT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,808 | 3,679 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $266,362 | 3,074 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $293,559 | 3,056 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $291,053 | 3,056 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $270,750 | 3,106 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $279,105 | 3,106 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $271,192 | 3,395 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $305,651 | 3,395 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $270,683 | 3,439 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $410,127 | 4,706 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $387,680 | 4,706 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $368,762 | 4,706 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $428,694 | 4,866 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $394,312 | 4,891 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $469,739 | 6,044 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $522,371 | 6,469 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $578,349 | 6,444 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $805,497 | 7,260 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $918,439 | 7,327 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $944,256 | 7,607 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $910,427 | 7,707 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $909,709 | 7,766 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $812,550 | 7,819 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $688,391 | 7,507 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $676,981 | 7,507 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||