Position in MDT
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$6,191,922
-$431,511 QoQ
Shares Held
71,459
+3.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
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, 2026Beacon Harbor Wealth Advisors, Inc. holds $2,631,006 across 1 Medical Devices name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
28,995 | $2,631,006 |
All Filings in MDT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,191,922 | 71,459 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,623,433 | 68,951 | Shares | Sole | 2026-01-23 | |
| 2024-12-31 | $2,556,239 | 32,001 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,576,421 | 73,047 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $5,624,616 | 71,460 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,902,843 | 67,732 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,524,649 | 67,063 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,075,847 | 64,776 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,596,376 | 63,523 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,237,720 | 64,968 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,464,547 | 57,444 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||