Position in MDT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$271,301
-$6,845 QoQ
Shares Held
3,468
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,639
of 2,098 holders
Holding Since
Mar 2023
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, 2026CM WEALTH ADVISORS LLC holds $1,973,045 across 3 Medical Devices names. MDT ranks #3 (13.8% of the industry book) .
All Filings in MDT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,301 | 3,468 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $278,146 | 3,210 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $308,352 | 3,210 | Shares | Sole | 2026-01-26 | |
| 2024-03-31 | $322,367 | 3,699 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $242,979 | 2,758 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,122 | 12,468 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||