Position in MDT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$973,494
+$121,985 QoQ
Shares Held
12,444
+26.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#1,060
of 2,098 holders
Holding Since
Dec 2024
7 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, 2026Meriwether Wealth & Planning, LLC holds $973,494 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
|
12,444 | $973,494 |
All Filings in MDT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $973,494 | 12,444 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $851,509 | 9,827 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $921,023 | 9,588 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $902,018 | 9,471 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $838,139 | 9,615 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $928,972 | 10,338 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $717,402 | 8,981 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||