Position in MDT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,754,087
-$1,209,024 QoQ
Shares Held
35,205
-23.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#727
of 2,098 holders
Holding Since
Dec 2020
17 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, 202644 WEALTH MANAGEMENT LLC holds $4,375,883 across 2 Medical Devices names. MDT ranks #1 (62.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
35,205 | $2,754,087 | |
| 2 | ABT |
Abbott Laboratories
|
17,873 | $1,621,796 |
All Filings in MDT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,754,087 | 35,205 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,963,111 | 45,737 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,390,998 | 45,711 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,339,420 | 45,563 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,411,412 | 50,607 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,268,799 | 47,505 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,766,501 | 47,152 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,504,921 | 50,038 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $4,088,368 | 46,406 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,817,658 | 22,546 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,712,482 | 22,034 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,428,386 | 17,689 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,117,208 | 12,448 | Shares | Sole | 2022-07-22 | |
| 2021-09-30 | $856,641 | 6,834 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $856,745 | 6,902 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $879,359 | 7,444 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,413,645 | 12,068 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||