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Morton Brown Family Wealth, LLC

Position in MDT — Medtronic plc

CIK 1909851 ALLENTOWN, PA

Position in MDT

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$938
-$101 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,081
of 2,103 holders
Holding Since
Jun 2022
8 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, 2026

Morton Brown Family Wealth, LLC holds $11,609 across 4 Medical Devices names. MDT ranks #2 (8.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MDT
Medtronic plc
This page
12 $938

All Filings in MDT

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $938 12
2026-03-31 $1,039 12
2025-12-31 $1,152 12
2025-06-30 $1,656 19
2025-03-31 $1,707 19
2023-12-31 $3,542 43
2023-03-31 $1,289 16
2022-06-30 $5,474 61