Position in MDT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$267,546
-$113,627 QoQ
Shares Held
3,420
-22.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.81%
of 13F equity value
Holder Rank
#1,647
of 2,103 holders
Holding Since
Sep 2023
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, 2026Summit Investment Advisory Services, LLC holds $267,546 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
|
3,420 | $267,546 |
All Filings in MDT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,546 | 3,420 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $381,173 | 4,399 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $421,799 | 4,391 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $313,434 | 3,291 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $303,351 | 3,480 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $290,068 | 3,228 | Shares | Sole | 2025-04-11 | |
| 2024-09-30 | $348,506 | 3,871 | Shares | Sole | 2024-10-16 | |
| 2024-03-31 | $466,078 | 5,348 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $376,641 | 4,572 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $245,110 | 3,128 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||