Position in MDT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$434,411
+$88,765 QoQ
Shares Held
5,553
+39.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,416
of 2,098 holders
Holding Since
Jun 2024
8 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, 2026Triad Wealth Partners, LLC holds $1,800,495 across 4 Medical Devices names. MDT ranks #2 (24.1% of the industry book) .
All Filings in MDT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,411 | 5,553 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $345,646 | 3,989 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $430,060 | 4,477 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $323,911 | 3,401 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $241,722 | 2,773 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $281,711 | 3,135 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $221,507 | 2,773 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $180,245 | 2,290 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||