Position in MDT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,643,221
-$103,123 QoQ
Shares Held
21,005
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#887
of 2,098 holders
Holding Since
Dec 2023
11 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, 2026LifePlan Financial, LLC holds $1,643,221 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
|
21,005 | $1,643,221 |
All Filings in MDT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,643,221 | 21,005 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,746,344 | 20,154 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,202,271 | 22,926 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,212,139 | 23,227 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,000,987 | 22,955 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,046,920 | 22,779 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,783,480 | 22,327 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,936,095 | 21,505 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,588,052 | 20,176 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,689,402 | 19,385 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,497,091 | 18,173 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||