Position in MDT
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$319,178
New position
Shares Held
4,080
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,568
of 2,103 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Medical Devices
Healthcare · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $881,167 across 2 Medical Devices names. MDT ranks #2 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
1,785 | $561,989 | |
| 2 | MDT |
Medtronic plc
This page
|
4,080 | $319,178 |
All Filings in MDT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,178 | 4,080 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||