Position in MDT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,068,728
-$330,291 QoQ
Shares Held
39,227
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#697
of 2,098 holders
Holding Since
Mar 2026
2 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, 2026Centric Wealth Management holds $3,342,762 across 2 Medical Devices names. MDT ranks #1 (91.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
39,227 | $3,068,728 | |
| 2 | ABT |
Abbott Laboratories
|
3,020 | $274,034 |
All Filings in MDT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,068,728 | 39,227 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,399,019 | 39,227 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||