Position in MDT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$787,541
-$134,588 QoQ
Shares Held
10,067
-5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,142
of 2,098 holders
Holding Since
Dec 2024
7 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, 2026Avantra Family Wealth, Inc. holds $787,541 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
|
10,067 | $787,541 |
All Filings in MDT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,541 | 10,067 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $922,129 | 10,642 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,004,307 | 10,455 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $974,209 | 10,229 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $791,503 | 9,080 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $977,946 | 10,883 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $814,855 | 10,201 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||