Position in MDT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$650,404
-$135,366 QoQ
Shares Held
8,314
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,241
of 2,100 holders
Holding Since
Jun 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, 2026Worth Financial Advisory Group, LLC holds $650,404 across 1 Medical Devices name. MDT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
8,314 | $650,404 |
All Filings in MDT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,404 | 8,314 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $785,770 | 8,180 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $746,395 | 7,837 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $680,274 | 7,804 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $693,809 | 7,721 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $255,616 | 3,200 | Shares | Sole | 2025-02-12 | |
| 2024-03-31 | $475,316 | 5,454 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $446,911 | 5,425 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $398,852 | 5,090 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $379,006 | 4,302 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||