Position in MDT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,108
-$1,196 QoQ
Shares Held
142
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,014
of 2,103 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Holos Integrated Wealth LLC holds $83,268 across 3 Medical Devices names. MDT ranks #3 (13.3% 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 | $11,108 | 142 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $12,304 | 142 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $13,640 | 142 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,666 | 28 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $2,440 | 28 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,499 | 217 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $21,248 | 266 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||