Position in MDT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$415,244
-$91,225 QoQ
Shares Held
5,308
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,438
of 2,098 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Blake Schutter Theil Wealth Advisors, LLC holds $415,244 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
|
5,308 | $415,244 |
All Filings in MDT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,244 | 5,308 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $506,469 | 5,845 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $560,798 | 5,838 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $540,010 | 5,670 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $476,819 | 5,470 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $438,516 | 4,880 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $391,252 | 4,898 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $700,073 | 7,776 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||