Position in MDT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,811,493
+$1,594,522 QoQ
Shares Held
23,156
+824.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
#859
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, 2026Center for Wealth Management Advisory holds $3,375,215 across 2 Medical Devices names. MDT ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
23,156 | $1,811,493 | |
| 2 | ABT |
Abbott Laboratories
|
17,233 | $1,563,722 |
All Filings in MDT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,811,493 | 23,156 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $216,971 | 2,504 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,673,653 | 17,423 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||