Position in MDT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$324,576
-$183,886 QoQ
Shares Held
4,149
-29.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,553
of 2,100 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, 2026Copley Financial Group, Inc. holds $324,576 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
|
4,149 | $324,576 |
All Filings in MDT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,576 | 4,149 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $508,462 | 5,868 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $604,793 | 6,296 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $633,726 | 6,654 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $607,139 | 6,965 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $699,739 | 7,787 | Shares | Sole | 2025-07-09 | |
| 2024-12-31 | $631,850 | 7,910 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $693,771 | 7,706 | Shares | Sole | 2024-12-09 | |
| No filing history on record for this holder in this stock. | ||||||