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Morningstar Investment Management LLC: MDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on MDT, newest first. How the timeline and the estimate are built.

Morningstar Investment Management LLC held 48,878 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,878 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $4,235,279.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,878 shares
    Change vs previous 13F +4,556 shares

    0.26% of the 13F portfolio, value $4,235,279.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 44,322 shares
    Change vs previous 13F -669 shares

    0.25% of the 13F portfolio, value $4,258,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 44,991 shares
    Change vs previous 13F +22,229 shares

    0.16% of the 13F portfolio, value $4,285,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,762 shares
    Change vs previous 13F -44,987 shares

    0.17% of the 13F portfolio, value $1,984,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 67,749 shares
    Change vs previous 13F -47,376 shares

    0.35% of the 13F portfolio, value $6,088,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 46,699 shares
    • Morningstar Investment Management LLC: 21,050 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 115,125 shares
    Change vs previous 13F -705,868 shares

    0.39% of the 13F portfolio, value $9,196,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 96,529 shares
    • Morningstar Investment Management LLC: 18,596 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 820,993 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $73,344,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 802,925 shares
    • Morningstar Investment Management LLC: 18,068 shares

    Acceptance time not in the bulk data set (spec §4.2).