Position in MDT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,330,941
-$296,633 QoQ
Shares Held
29,796
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#786
of 2,098 holders
Holding Since
Sep 2025
4 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, 2026Carolina Wealth Advisors, LLC holds $2,330,941 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
|
29,796 | $2,330,941 |
All Filings in MDT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,330,941 | 29,796 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,627,574 | 30,324 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $63,495 | 661 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $62,667 | 658 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||