Position in MDT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$389,820
-$71,071 QoQ
Shares Held
4,983
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,468
of 2,098 holders
Holding Since
Mar 2021
21 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, 2026Shepherd Financial Partners LLC holds $1,274,988 across 3 Medical Devices names. MDT ranks #2 (30.6% of the industry book) .
All Filings in MDT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,820 | 4,983 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $460,891 | 5,319 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $509,598 | 5,305 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $506,105 | 5,314 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $515,349 | 5,912 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $517,503 | 5,759 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $444,691 | 5,567 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $486,882 | 5,408 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $418,815 | 5,321 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $560,810 | 6,435 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $546,097 | 6,629 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $512,004 | 6,534 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $476,621 | 5,410 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $400,842 | 4,972 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $357,201 | 4,596 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $296,998 | 3,678 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $225,272 | 2,510 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $280,814 | 2,531 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $218,109 | 1,740 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $213,131 | 1,717 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $202,947 | 1,718 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||