Position in MDT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$724,740
-$342,870 QoQ
Shares Held
8,364
-24.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $940,574 across 5 Medical Devices names. MDT ranks #1 (77.1% of the industry book) .
All Filings in MDT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $724,740 | 8,364 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,067,610 | 11,114 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,091,069 | 11,456 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $998,619 | 11,456 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,030,155 | 11,464 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $915,744 | 11,464 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,031,383 | 11,456 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $992,375 | 12,608 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,319,015 | 15,135 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,246,821 | 15,135 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,185,978 | 15,135 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,027,334 | 11,661 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||