Position in MDT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$699,923
-$1,966,730 QoQ
Shares Held
8,947
-70.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,204
of 2,103 holders
Holding Since
Sep 2024
8 quarters on record
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Kestra Investment Management, LLC holds $940,546 across 2 Medical Devices names. MDT ranks #1 (74.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
8,947 | $699,923 | |
| 2 | EW |
Edwards Lifesciences Corp
|
2,660 | $240,623 |
All Filings in MDT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,923 | 8,947 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,666,653 | 30,775 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,882,649 | 40,419 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,575,785 | 37,545 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,025,743 | 23,239 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,088,256 | 23,239 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $532,320 | 6,664 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $536,488 | 5,959 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||