Position in MDT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$211,533
-$7,195 QoQ
Shares Held
2,704
+18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,759
of 2,103 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Oregon Pacific Wealth Management, LLC holds $440,106 across 2 Medical Devices names. MDT ranks #2 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
726 | $228,573 | |
| 2 | MDT |
Medtronic plc
This page
|
2,704 | $211,533 |
All Filings in MDT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,533 | 2,704 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $218,728 | 2,277 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $214,575 | 2,253 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||