Position in MDT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$236,958
-$13,720 QoQ
Shares Held
3,029
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,690
of 2,098 holders
Holding Since
Mar 2020
12 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, 2026Sound Financial Strategies Group, LLC holds $236,958 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
|
3,029 | $236,958 |
All Filings in MDT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,958 | 3,029 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $250,678 | 2,893 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $692,496 | 7,209 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $764,205 | 8,024 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $747,918 | 8,580 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $740,626 | 8,242 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $828,115 | 10,367 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $810,900 | 9,007 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $690,365 | 8,771 | Shares | Sole | 2024-08-12 | |
| 2020-09-30 | $482,500 | 4,643 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $432,273 | 4,714 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $425,198 | 4,715 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||