Position in MDT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$585,160
-$773,858 QoQ
Shares Held
7,480
-52.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,287
of 2,103 holders
Holding Since
Jun 2025
5 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, 2026BCS Private Wealth Management, Inc. holds $1,030,006 across 2 Medical Devices names. MDT ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
7,480 | $585,160 | |
| 2 | DXCM |
Dexcom Inc
|
6,605 | $444,846 |
All Filings in MDT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,160 | 7,480 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,359,018 | 15,684 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $795,376 | 8,280 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $788,587 | 8,280 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $700,846 | 8,040 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||