Position in MDT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$934,770
+$86,122 QoQ
Shares Held
11,949
+22.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,085
of 2,098 holders
Holding Since
Mar 2024
10 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, 2026Keystone Financial Services holds $934,770 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
|
11,949 | $934,770 |
All Filings in MDT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $934,770 | 11,949 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $848,648 | 9,794 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $847,632 | 8,824 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $836,967 | 8,788 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $706,686 | 8,107 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $628,300 | 6,992 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $529,603 | 6,630 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $552,422 | 6,136 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $444,237 | 5,644 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $445,510 | 5,112 | Shares | Sole | 2024-06-13 | |
| No filing history on record for this holder in this stock. | ||||||