Position in MDT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$696,794
+$51,945 QoQ
Shares Held
8,907
+19.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,206
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, 2026Michels Family Financial, LLC holds $696,794 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
|
8,907 | $696,794 |
All Filings in MDT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,794 | 8,907 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $644,849 | 7,442 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $704,984 | 7,339 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $677,823 | 7,117 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $618,645 | 7,097 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $641,780 | 7,142 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $564,352 | 7,065 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||