Position in MDT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$396,391
+$15,998 QoQ
Shares Held
5,067
+15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,461
of 2,098 holders
Holding Since
Mar 2025
6 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, 2026GENESIS PRIVATE WEALTH, LLC holds $667,431 across 2 Medical Devices names. MDT ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
5,067 | $396,391 | |
| 2 | ABT |
Abbott Laboratories
|
2,987 | $271,040 |
All Filings in MDT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,391 | 5,067 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $380,393 | 4,390 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $262,531 | 2,733 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $258,671 | 2,716 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $285,568 | 3,276 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $235,882 | 2,625 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||