Avantax Planning Partners, Inc.

Position in MDT — Medtronic plc

CIK 1005441 DUBUQUE, IA

Position in MDT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$383,952

-$113,072 QoQ

Shares Held

4,908

-14.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,475

of 2,098 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $3,001,303 across 5 Medical Devices names. MDT ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	17,205	$1,561,181
2	SYK	Stryker Corp	1,995	$628,105
3	MDT	Medtronic plc This page	4,908	$383,952
4	EW	Edwards Lifesciences Corp	2,424	$219,275
5	BSX	Boston Scientific Corp	4,892	$208,790

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$383,952	4,908	-14.4%	Shares	Sole	2026-07-28
2026-03-31	$497,024	5,736	-1.9%	Shares	Sole	2026-05-04
2025-12-31	$561,758	5,848	-0.1%	Shares	Sole	2026-02-05
2025-09-30	$557,725	5,856	-16.2%	Shares	Sole	2025-10-31
2025-06-30	$608,969	6,986	-2.5%	Shares	Sole	2025-08-11
2025-03-31	$643,936	7,166	+0.3%	Shares	Sole	2025-04-29
2024-12-31	$570,902	7,147	-0.3%	Shares	Sole	2025-02-07
2024-09-30	$645,245	7,167	-12.1%	Shares	Sole	2024-11-14
2024-06-30	$641,880	8,155	+2.6%	Shares	Sole	2024-08-09
2024-03-31	$692,842	7,950	+32.3%	Shares	Sole	2024-05-03
2023-12-31	$494,856	6,007	-5.0%	Shares	Sole	2024-02-09
2023-09-30	$495,391	6,322	+3.1%	Shares	Sole	2023-11-06
2023-06-30	$539,964	6,129	+0.5%	Shares	Sole	2023-07-18
2023-03-31	$491,782	6,100	-7.6%	Shares	Sole	2023-04-21
2022-12-31	$512,952	6,600	+2.2%	Shares	Sole	2023-02-10
2022-09-30	$521,564	6,459	+0.7%	Shares	Sole	2022-10-14
2022-06-30	$575,925	6,417	-10.5%	Shares	Sole	2022-07-18
2022-03-31	$795,622	7,171	-2.6%	Shares	Sole	2022-05-09
2021-09-30	$923,202	7,365	+2.7%	Shares	Sole	2021-10-27
2021-06-30	$889,763	7,168	+0.5%	Shares	Sole	2021-08-10
2021-03-31	$842,621	7,133	+3.4%	Shares	Sole	2021-05-06
2020-12-31	$808,266	6,900	-3.8%	Shares	Sole	2021-02-04
2020-09-30	$745,210	7,171	+6.1%	Shares	Sole	2020-10-28
2020-06-30	$619,708	6,758	-0.1%	Shares	Sole	2020-07-15
2020-03-31	$610,157	6,766	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.