Position in MDT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,331,338
+$1,699,494 QoQ
Shares Held
106,498
+39.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#441
of 2,098 holders
Holding Since
Dec 2023
11 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, 2026WCG Wealth Advisors LLC holds $15,845,560 across 4 Medical Devices names. MDT ranks #1 (52.6% of the industry book) .
All Filings in MDT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,331,338 | 106,498 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,631,844 | 76,536 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,510,946 | 67,780 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,580,718 | 27,097 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,569,335 | 29,475 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,481,394 | 27,614 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,267,313 | 28,384 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $2,050,703 | 22,778 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,839,767 | 23,374 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,801,216 | 20,668 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,394,693 | 16,930 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||