Position in MDT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$392,177
-$45,184 QoQ
Shares Held
4,526
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Beverly Hills Private Wealth, LLC holds $4,899,546 across 5 Medical Devices names. MDT ranks #3 (8.0% of the industry book) .
All Filings in MDT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $392,177 | 4,526 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $437,361 | 4,553 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $439,435 | 4,614 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $416,932 | 4,783 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $484,882 | 5,396 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $425,279 | 5,324 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $499,574 | 5,549 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $522,791 | 6,642 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $673,231 | 7,725 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $563,560 | 6,841 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $773,410 | 9,870 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,703,501 | 19,336 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $835,787 | 10,367 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $684,246 | 8,804 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||