Position in MDT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,709,716
-$209,928 QoQ
Shares Held
21,855
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
#874
of 2,098 holders
Holding Since
Mar 2024
10 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, 2026ALLEN WEALTH MANAGEMENT, LLC holds $1,709,716 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
|
21,855 | $1,709,716 |
All Filings in MDT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,709,716 | 21,855 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,919,644 | 22,154 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,068,556 | 21,534 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,035,945 | 21,377 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,888,363 | 21,663 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,914,377 | 21,304 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,670,690 | 20,915 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,763,777 | 19,591 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,376,952 | 17,494 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,425,425 | 16,356 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||