Position in MDT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$325,827
-$35,070 QoQ
Shares Held
4,165
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,549
of 2,098 holders
Holding Since
Dec 2024
7 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, 2026InvesTrust holds $325,827 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
|
4,165 | $325,827 |
All Filings in MDT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,827 | 4,165 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $360,897 | 4,165 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $400,089 | 4,165 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $402,865 | 4,230 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $368,729 | 4,230 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $380,107 | 4,230 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $337,892 | 4,230 | Shares | Sole | 2025-01-08 | |
| No filing history on record for this holder in this stock. | ||||||