Position in MDT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$622,710
-$300,285 QoQ
Shares Held
7,960
-25.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,261
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, 2026Alteri Wealth LLC holds $622,710 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
|
7,960 | $622,710 |
All Filings in MDT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,710 | 7,960 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $922,995 | 10,652 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $977,698 | 10,178 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $972,686 | 10,213 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $888,087 | 10,188 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $725,080 | 8,069 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $542,624 | 6,793 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||