Position in MDT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$523,124
-$90,964 QoQ
Shares Held
6,687
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,335
of 2,102 holders
Holding Since
Mar 2023
11 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, 2026Forza Wealth Management, LLC holds $1,185,797 across 3 Medical Devices names. MDT ranks #1 (44.1% of the industry book) .
All Filings in MDT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,124 | 6,687 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $614,088 | 7,087 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $653,111 | 6,799 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $526,105 | 5,524 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $415,277 | 4,764 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $373,278 | 4,154 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $324,632 | 4,064 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $329,599 | 3,661 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $205,118 | 2,606 | Shares | Sole | 2024-07-17 | |
| 2023-06-30 | $209,854 | 2,382 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $208,805 | 2,590 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||