Position in MDT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$680,444
-$216,210 QoQ
Shares Held
8,698
-15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,222
of 2,102 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, 2026Jones Kertz & Associates, Inc. holds $1,654,265 across 2 Medical Devices names. MDT ranks #2 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
10,732 | $973,821 | |
| 2 | MDT |
Medtronic plc
This page
|
8,698 | $680,444 |
All Filings in MDT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,444 | 8,698 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $896,654 | 10,348 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $998,831 | 10,398 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||