Position in MDT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$214,741
-$32,904 QoQ
Shares Held
2,745
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,749
of 2,103 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $437,326 across 2 Medical Devices names. MDT ranks #2 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
2,453 | $222,585 | |
| 2 | MDT |
Medtronic plc
This page
|
2,745 | $214,741 |
All Filings in MDT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,741 | 2,745 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $247,645 | 2,858 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $2,312,808 | 24,284 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||