Position in MDT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$624,275
+$37,395 QoQ
Shares Held
7,980
+17.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.70%
of 13F equity value
Holder Rank
#1,261
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, 2026Englebert Financial Advisers, LLC holds $1,125,409 across 2 Medical Devices names. MDT ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
7,980 | $624,275 | |
| 2 | GEHC |
GE HealthCare Technologies Inc.
|
7,829 | $501,134 |
All Filings in MDT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,275 | 7,980 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $586,880 | 6,773 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $662,045 | 6,892 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||