Position in MDT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$632,411
-$99,868 QoQ
Shares Held
8,084
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,255
of 2,103 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026BEACON INVESTMENT ADVISORS LLC holds $4,103,572 across 3 Medical Devices names. MDT ranks #3 (15.4% of the industry book) .
All Filings in MDT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,411 | 8,084 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $732,279 | 8,451 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $832,936 | 8,671 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $830,492 | 8,720 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $763,696 | 8,761 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $784,477 | 8,730 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $698,790 | 8,748 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $784,881 | 8,718 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $685,170 | 8,705 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $787,400 | 9,035 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $737,712 | 8,955 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $698,814 | 8,918 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $782,768 | 8,885 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $738,317 | 9,158 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $699,635 | 9,002 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||