Position in MDT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$242,278
-$35,868 QoQ
Shares Held
3,097
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,684
of 2,103 holders
Holding Since
Sep 2024
8 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, 2026Aspen Wealth Strategies, LLC holds $458,148 across 2 Medical Devices names. MDT ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
3,097 | $242,278 | |
| 2 | ABT |
Abbott Laboratories
|
2,379 | $215,870 |
All Filings in MDT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,278 | 3,097 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $278,146 | 3,210 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $307,488 | 3,201 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $303,625 | 3,188 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $252,531 | 2,897 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $246,036 | 2,738 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $222,465 | 2,785 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $259,916 | 2,887 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||