Position in MDT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$240,400
-$332,552 QoQ
Shares Held
3,073
-55.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,684
of 2,098 holders
Holding Since
Dec 2023
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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $3,215,599 across 3 Medical Devices names. MDT ranks #3 (7.5% of the industry book) .
All Filings in MDT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,400 | 3,073 | Shares | Sole | 2026-07-21 | |
| 2023-12-31 | $572,952 | 6,955 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||