Position in MDT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$749,599
-$135,530 QoQ
Shares Held
9,582
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#1,176
of 2,103 holders
Holding Since
Mar 2025
6 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, 2026MRWM Advisors, LLC holds $749,599 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
|
9,582 | $749,599 |
All Filings in MDT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,599 | 9,582 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $885,129 | 10,215 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $993,548 | 10,343 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $988,115 | 10,375 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $949,891 | 10,897 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $627,043 | 6,978 | Shares | Sole | 2025-08-27 | |
| No filing history on record for this holder in this stock. | ||||||