Position in MDT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$194,949
-$102,164 QoQ
Shares Held
2,492
-19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,787
of 2,103 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Bison Wealth, LLC holds $1,095,634 across 2 Medical Devices names. MDT ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
9,926 | $900,685 | |
| 2 | MDT |
Medtronic plc
This page
|
2,492 | $194,949 |
All Filings in MDT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,949 | 2,492 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $297,113 | 3,093 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $285,053 | 2,993 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $264,560 | 3,035 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||