Position in MDT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$205,666
-$12,692 QoQ
Shares Held
2,629
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,766
of 2,100 holders
Holding Since
Sep 2025
4 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, 2026Optivise Advisory Services LLC holds $205,666 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
|
2,629 | $205,666 |
All Filings in MDT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,666 | 2,629 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $218,358 | 2,520 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $275,980 | 2,873 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $208,004 | 2,184 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||