Position in MDT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$392,245
-$72,632 QoQ
Shares Held
5,014
-6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.29%
of 13F equity value
Holder Rank
#1,464
of 2,098 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Legacy Advisory Services, LLC holds $392,245 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
|
5,014 | $392,245 |
All Filings in MDT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,245 | 5,014 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $464,877 | 5,365 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $577,896 | 6,016 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $572,963 | 6,016 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $524,414 | 6,016 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $540,597 | 6,016 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $366,169 | 4,584 | Shares | Sole | 2025-10-17 | |
| 2024-09-30 | $412,787 | 4,585 | Shares | Sole | 2025-10-17 | |
| 2024-06-30 | $360,885 | 4,585 | Shares | Sole | 2025-10-30 | |
| 2024-03-31 | $399,582 | 4,585 | Shares | Sole | 2025-10-17 | |
| 2023-12-31 | $383,973 | 4,661 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||