Position in MDT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$224,520
-$94,525 QoQ
Shares Held
2,870
-22.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,722
of 2,103 holders
Holding Since
Mar 2020
25 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, 2026Holistic Financial Partners holds $224,520 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
|
2,870 | $224,520 |
All Filings in MDT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,520 | 2,870 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $319,045 | 3,682 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $372,616 | 3,879 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $352,102 | 3,697 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $312,765 | 3,588 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $346,590 | 3,857 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $326,469 | 4,087 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $354,358 | 3,936 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $306,575 | 3,895 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $391,913 | 4,497 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $373,181 | 4,530 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $324,175 | 4,137 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $353,281 | 4,010 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $349,971 | 4,341 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $288,341 | 3,710 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $260,095 | 3,221 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $275,622 | 3,071 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $373,013 | 3,362 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $359,879 | 2,871 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $319,014 | 2,570 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $324,621 | 2,748 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $387,030 | 3,304 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $325,477 | 3,132 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $269,689 | 2,941 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $274,688 | 3,046 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||