Position in MDT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$428,231
-$117,404 QoQ
Shares Held
5,474
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,422
of 2,098 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $4,006,995 across 5 Medical Devices names. MDT ranks #3 (10.7% of the industry book) .
All Filings in MDT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,231 | 5,474 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $545,635 | 6,297 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $612,478 | 6,376 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $446,675 | 4,690 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||