Position in MDT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,049,455
+$250,109 QoQ
Shares Held
13,415
+45.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,035
of 2,098 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026DELTA FINANCIAL ADVISORS LLC holds $2,813,249 across 3 Medical Devices names. MDT ranks #2 (37.3% of the industry book) .
All Filings in MDT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,049,455 | 13,415 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $799,346 | 9,225 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $284,817 | 2,965 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||