Position in MDT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$338,657
-$50,834 QoQ
Shares Held
4,329
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,527
of 2,098 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Shum Financial Group, Inc. holds $1,040,712 across 2 Medical Devices names. MDT ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
7,737 | $702,055 | |
| 2 | MDT |
Medtronic plc
This page
|
4,329 | $338,657 |
All Filings in MDT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,657 | 4,329 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $389,491 | 4,495 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $463,201 | 4,822 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $485,628 | 5,099 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $733,617 | 8,164 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $699,189 | 8,753 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $974,754 | 10,827 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||