Position in MDT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$206,527
New position
Shares Held
2,640
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,765
of 2,103 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Devices
Healthcare · as of Jun 30, 2026FULCRUM WEALTH ADVISORS, LLC holds $206,527 across 1 Medical Devices name. MDT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
2,640 | $206,527 |
All Filings in MDT
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,527 | 2,640 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||