Position in MDT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,050,592
-$15,285 QoQ
Shares Held
51,778
+10.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#622
of 2,098 holders
Holding Since
Jun 2024
9 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, 2026KLEIN PAVLIS & PEASLEY FINANCIAL, INC. holds $6,736,496 across 2 Medical Devices names. MDT ranks #1 (60.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
51,778 | $4,050,592 | |
| 2 | ABT |
Abbott Laboratories
|
29,600 | $2,685,904 |
All Filings in MDT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,050,592 | 51,778 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,065,877 | 46,923 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,261,990 | 44,368 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,298,466 | 45,133 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,834,869 | 43,993 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,447,389 | 38,364 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,390,888 | 29,931 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,261,913 | 25,124 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,255,896 | 15,956 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||