Position in MDT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$235,472
-$48,740 QoQ
Shares Held
3,010
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,699
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, 2026Wealth Management Strategies, Inc. holds $235,472 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
|
3,010 | $235,472 |
All Filings in MDT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,472 | 3,010 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $284,212 | 3,280 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $315,076 | 3,280 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $312,387 | 3,280 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $285,917 | 3,280 | Shares | Sole | 2026-08-17 | |
| 2025-03-31 | $294,740 | 3,280 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $262,006 | 3,280 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||