Position in MDT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$261,757
-$69,852 QoQ
Shares Held
3,346
-12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#1,653
of 2,103 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, 2026Balanced Rock Investment Advisors LLC holds $261,757 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
|
3,346 | $261,757 |
All Filings in MDT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,757 | 3,346 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $331,609 | 3,827 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $372,520 | 3,878 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $395,055 | 4,148 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $383,024 | 4,394 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $399,158 | 4,442 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $366,329 | 4,586 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $468,966 | 5,209 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $413,463 | 5,253 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $468,344 | 5,374 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $497,492 | 6,039 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||