Position in MDT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,266,934
-$74,234 QoQ
Shares Held
16,195
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
#956
of 2,098 holders
Holding Since
Dec 2023
11 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, 2026Partnership Wealth Management, LLC holds $2,621,409 across 2 Medical Devices names. MDT ranks #2 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
14,927 | $1,354,475 | |
| 2 | MDT |
Medtronic plc
This page
|
16,195 | $1,266,934 |
All Filings in MDT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,266,934 | 16,195 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,341,168 | 15,478 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,545,125 | 16,085 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,459,648 | 15,326 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,342,418 | 15,400 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,395,795 | 15,533 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,223,122 | 15,312 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $943,874 | 10,484 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,298,006 | 16,491 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $1,956,691 | 22,452 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $81,309 | 987 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||