Position in MDT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$309,477
+$14,348 QoQ
Shares Held
3,956
+16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,576
of 2,103 holders
Holding Since
Dec 2024
7 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, 2026Intergy Private Wealth, LLC holds $309,477 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
|
3,956 | $309,477 |
All Filings in MDT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,477 | 3,956 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $295,129 | 3,406 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $346,104 | 3,603 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $340,768 | 3,578 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $255,059 | 2,926 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $270,029 | 3,005 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $201,856 | 2,527 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||