Position in MDT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$760,473
-$96,322 QoQ
Shares Held
9,721
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,168
of 2,109 holders
Holding Since
Sep 2020
23 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, 2026Beacon Financial Advisory LLC holds $1,118,351 across 2 Medical Devices names. MDT ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
9,721 | $760,473 | |
| 2 | ABT |
Abbott Laboratories
|
3,944 | $357,878 |
All Filings in MDT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $760,473 | 9,721 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $856,795 | 9,888 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $949,841 | 9,888 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $979,829 | 10,288 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $895,846 | 10,277 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $923,491 | 10,277 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $739,369 | 9,256 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $786,502 | 8,736 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $689,263 | 8,757 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $642,644 | 7,374 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $448,311 | 5,442 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $530,183 | 6,766 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $576,878 | 6,548 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $490,653 | 6,086 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $433,677 | 5,580 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $393,575 | 4,874 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $445,878 | 4,968 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $528,454 | 4,763 | Shares | Sole | 2022-04-27 | |
| 2021-09-30 | $539,130 | 4,301 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $533,883 | 4,301 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $543,516 | 4,601 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $485,193 | 4,142 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $406,535 | 3,912 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||