Position in MDT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$202,693
-$5,960 QoQ
Shares Held
2,591
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,774
of 2,098 holders
Holding Since
Mar 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, 2026Wealthspire Retirement, LLC holds $3,150,843 across 3 Medical Devices names. MDT ranks #3 (6.4% 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 | $202,693 | 2,591 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $208,653 | 2,408 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $231,504 | 2,410 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $218,671 | 2,296 | Shares | Sole | 2026-02-06 | |
| 2024-12-31 | $1,067,676 | 13,366 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,281,126 | 14,230 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $1,199,855 | 15,244 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $1,708,837 | 19,608 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||