Position in MDT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$271,379
-$29,209 QoQ
Shares Held
3,469
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,638
of 2,098 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026MOSAIC FINANCIAL GROUP, LLC holds $474,914 across 2 Medical Devices names. MDT ranks #1 (57.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
3,469 | $271,379 | |
| 2 | EW |
Edwards Lifesciences Corp
|
2,250 | $203,535 |
All Filings in MDT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,379 | 3,469 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $300,588 | 3,469 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $333,232 | 3,469 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $330,768 | 3,473 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $302,741 | 3,473 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $312,083 | 3,473 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $273,189 | 3,420 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $307,902 | 3,420 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $269,188 | 3,420 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $360,452 | 4,136 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||