Position in MDT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$724,722
-$154,082 QoQ
Shares Held
9,264
-8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,187
of 2,103 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, 2026Cerro Pacific Wealth Advisors LLC holds $2,255,352 across 3 Medical Devices names. MDT ranks #2 (32.1% of the industry book) .
All Filings in MDT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $724,722 | 9,264 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $878,804 | 10,142 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $989,802 | 10,304 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,025,544 | 10,768 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,101,654 | 12,638 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $739,727 | 8,232 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $672,989 | 8,425 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $514,701 | 5,717 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $449,985 | 5,717 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $632,383 | 7,844 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $471,449 | 6,066 | Shares | Other | 2023-01-19 | |
| 2022-09-30 | $471,983 | 5,845 | Shares | Other | 2022-10-12 | |
| 2022-06-30 | $515,165 | 5,740 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $712,409 | 6,421 | Shares | Other | 2022-04-13 | |
| 2021-09-30 | $905,277 | 7,222 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $1,159,746 | 9,343 | Shares | Other | 2021-08-16 | |
| 2020-12-31 | $1,469,287 | 12,543 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||