Position in MDT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$513,814
-$54,176 QoQ
Shares Held
6,568
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,339
of 2,098 holders
Holding Since
Dec 2025
3 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, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $798,102 across 2 Medical Devices names. MDT ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
6,568 | $513,814 | |
| 2 | ABT |
Abbott Laboratories
|
3,133 | $284,288 |
All Filings in MDT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,814 | 6,568 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $567,990 | 6,555 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $411,328 | 4,282 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||