Position in MDT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,599,396
-$150,603 QoQ
Shares Held
148,273
+9.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#368
of 2,098 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Allied Investment Advisors, LLC holds $22,767,765 across 2 Medical Devices names. MDT ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
148,273 | $11,599,396 | |
| 2 | ABT |
Abbott Laboratories
|
123,081 | $11,168,369 |
All Filings in MDT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,599,396 | 148,273 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $11,749,999 | 135,603 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,424,016 | 129,336 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,886,523 | 124,806 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,302,796 | 118,192 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $10,370,922 | 115,412 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $8,500,030 | 106,410 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $9,620,785 | 106,862 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $8,173,403 | 103,842 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $8,565,014 | 98,279 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $7,672,708 | 93,138 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,019,802 | 89,584 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $7,710,247 | 87,517 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $6,678,560 | 82,840 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,964,932 | 76,749 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $5,852,033 | 72,471 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $6,233,586 | 69,455 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $7,361,643 | 66,351 | Shares | Sole | 2022-04-11 | |
| 2021-09-30 | $7,107,846 | 56,704 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $7,097,753 | 57,180 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $6,578,895 | 55,692 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $6,345,708 | 54,172 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $5,613,862 | 54,021 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,908,701 | 53,530 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $4,704,690 | 52,170 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||