Position in MDT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,740,880
-$971,147 QoQ
Shares Held
47,819
-12.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#645
of 2,103 holders
Holding Since
Sep 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, 2026Proactive Wealth Strategies LLC holds $3,740,880 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
|
47,819 | $3,740,880 |
All Filings in MDT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,740,880 | 47,819 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,712,027 | 54,380 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,593,620 | 27,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,565,765 | 26,940 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,368,234 | 27,168 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,549,597 | 28,373 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,278,816 | 28,528 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,644,091 | 29,369 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||