Position in MDT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,220
-$10,314 QoQ
Shares Held
169
-31.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,997
of 2,098 holders
Holding Since
Dec 2025
2 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, 2026United Financial Planning Group LLC holds $60,367 across 6 Medical Devices names. MDT ranks #3 (21.9% of the industry book) .
All Filings in MDT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,220 | 169 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $23,534 | 245 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||