Position in MDT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$548,705
-$25,697 QoQ
Shares Held
7,014
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,320
of 2,103 holders
Holding Since
Dec 2025
3 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, 2026SHRIER WEALTH MANAGEMENT, LLC holds $2,442,448 across 2 Medical Devices names. MDT ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
20,870 | $1,893,743 | |
| 2 | MDT |
Medtronic plc
This page
|
7,014 | $548,705 |
All Filings in MDT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,705 | 7,014 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $574,402 | 6,629 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $440,819 | 4,589 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||