Position in MDT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$773,851
-$38,926 QoQ
Shares Held
9,892
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,152
of 2,098 holders
Holding Since
Dec 2022
11 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, 2026Live Oak Investment Partners holds $773,851 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
|
9,892 | $773,851 |
All Filings in MDT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,851 | 9,892 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $812,777 | 9,380 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $844,943 | 8,796 | Shares | Sole | 2026-01-29 | |
| 2024-12-31 | $111,583 | 1,397 | Principal | Sole | 2025-02-06 | |
| 2024-09-30 | $128,912 | 1,432 | Principal | Sole | 2024-11-05 | |
| 2024-06-30 | $131,905 | 1,676 | Principal | Sole | 2024-07-16 | |
| 2023-12-31 | $117,542 | 1,427 | Principal | Sole | 2024-02-14 | |
| 2023-09-30 | $113,528 | 1,449 | Principal | Sole | 2023-10-31 | |
| 2023-06-30 | $127,645 | 1,449 | Principal | Sole | 2023-07-13 | |
| 2023-03-31 | $140,265 | 1,740 | Principal | Sole | 2023-05-03 | |
| 2022-12-31 | $147,731 | 1,901 | Principal | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||