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Welch & Forbes LLC

Position in MDT — Medtronic plc

CIK 105495 Boston, MA

Position in MDT

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$2,665,530
-$606,633 QoQ
Shares Held
34,073
-9.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#741
of 2,098 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 90% Shared 0% None 10%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Welch & Forbes LLC holds $238,026,632 across 7 Medical Devices names. MDT ranks #4 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 MDT
Medtronic plc
This page
34,073 $2,665,530

All Filings in MDT

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,665,530 34,073
2026-03-31 $3,272,163 37,763
2025-12-31 $3,945,664 41,075
2025-09-30 $4,239,608 44,515
2025-06-30 $4,076,069 46,760
2025-03-31 $4,152,430 46,210
2024-12-31 $4,163,824 52,126
2024-09-30 $5,168,262 57,406
2024-06-30 $4,781,711 60,751
2024-03-31 $6,134,488 70,390
2023-12-31 $6,906,244 83,834
2023-09-30 $7,988,802 101,950
2023-06-30 $10,782,206 122,386
2023-03-31 $9,775,255 121,251
2022-12-31 $10,394,039 133,737
2022-09-30 $11,392,210 141,080
2022-06-30 $12,508,367 139,369
2022-03-31 $15,673,129 141,263
2021-09-30 $17,958,643 143,268
2021-06-30 $18,056,694 145,466
2021-03-31 $17,796,993 150,656
2020-12-31 $17,655,575 150,722
2020-09-30 $16,181,591 155,712
2020-06-30 $14,513,634 158,273
2020-03-31 $14,078,180 156,112