Position in MDT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$339,674
-$8,399 QoQ
Shares Held
4,342
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,526
of 2,103 holders
Holding Since
Mar 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, 2026Balboa Wealth Partners holds $945,817 across 2 Medical Devices names. MDT ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
6,680 | $606,143 | |
| 2 | MDT |
Medtronic plc
This page
|
4,342 | $339,674 |
All Filings in MDT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,674 | 4,342 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $348,073 | 4,017 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $418,053 | 4,352 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $225,337 | 2,366 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $207,726 | 2,383 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $217,640 | 2,422 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $205,051 | 2,567 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $239,029 | 2,655 | Shares | Sole | 2024-11-06 | |
| 2023-06-30 | $211,351 | 2,399 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $205,258 | 2,546 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||