Position in MDT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$757,892
-$201,930 QoQ
Shares Held
9,688
-12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,167
of 2,103 holders
Holding Since
Mar 2022
14 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, 2026Nvest Financial, LLC holds $1,063,595 across 2 Medical Devices names. MDT ranks #1 (71.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
9,688 | $757,892 | |
| 2 | ABT |
Abbott Laboratories
|
3,369 | $305,703 |
All Filings in MDT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,892 | 9,688 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $959,822 | 11,077 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,063,480 | 11,071 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $856,398 | 8,992 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $982,580 | 11,272 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $950,359 | 10,576 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $845,769 | 10,588 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $904,981 | 10,052 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $741,369 | 9,419 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $676,632 | 7,764 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $543,131 | 6,593 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $375,501 | 4,792 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $329,846 | 3,744 | Shares | Sole | 2023-07-20 | |
| 2022-03-31 | $609,892 | 5,497 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||