Marshall & Sterling Wealth Advisors Inc.
Position in MDT — Medtronic plc
CIK 2056315
POUGHKEEPSIE, NY
Position in MDT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$24,877
-$2,504 QoQ
Shares Held
318
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,948
of 2,103 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $338,303 across 4 Medical Devices names. MDT ranks #3 (7.4% of the industry book) .
All Filings in MDT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,877 | 318 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $27,381 | 316 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $30,162 | 314 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $38,760 | 407 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $35,214 | 404 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $38,727 | 431 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,473 | 56 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||