Position in MDT
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$716,899
-$77,161 QoQ
Shares Held
9,164
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,194
of 2,100 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $7,875,661 across 5 Medical Devices names. MDT ranks #5 (9.1% of the industry book) .
All Filings in MDT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,899 | 9,164 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $794,060 | 9,164 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $883,175 | 9,194 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $872,779 | 9,164 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $811,029 | 9,304 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $870,383 | 9,686 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $841,535 | 10,535 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $951,436 | 10,568 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $1,080,530 | 13,728 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $1,196,394 | 13,728 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,130,911 | 13,728 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,080,427 | 13,788 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,214,722 | 13,788 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $1,106,751 | 13,728 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $1,130,281 | 14,543 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $1,174,346 | 14,543 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $1,308,464 | 14,579 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,617,539 | 14,579 | Shares | Sole | 2022-04-05 | |
| 2021-09-30 | $1,840,012 | 14,679 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,772,451 | 14,279 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,734,029 | 14,679 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $1,801,495 | 15,379 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $2,137,634 | 20,570 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $1,865,544 | 20,344 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,834,621 | 20,344 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||