Position in MDT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$291,876
+$67,366 QoQ
Shares Held
3,731
+44.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,602
of 2,098 holders
Holding Since
Mar 2026
2 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, 2026Independence Wealth Advisors, LLC holds $291,876 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
|
3,731 | $291,876 |
All Filings in MDT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,876 | 3,731 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $224,510 | 2,591 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||