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APPLETON PARTNERS INC/MA

Position in MDT — Medtronic plc

CIK 1055290 BOSTON, MA

Position in MDT

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$2,433,109
-$338,477 QoQ
Shares Held
31,102
-2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#772
of 2,098 holders
Holding Since
Mar 2020
25 quarters on record

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $14,105,929 across 3 Medical Devices names. MDT ranks #2 (17.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MDT
Medtronic plc
This page
31,102 $2,433,109

All Filings in MDT

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,433,109 31,102
2026-03-31 $2,771,586 31,986
2025-12-31 $3,093,132 32,200
2025-09-30 $3,132,729 32,893
2025-06-30 $2,859,350 32,802
2025-03-31 $3,135,574 34,894
2024-12-31 $2,660,323 33,304
2024-09-30 $3,079,206 34,202
2024-06-30 $2,823,091 35,867
2024-03-31 $3,251,566 37,310
2023-12-31 $3,833,800 46,538
2023-09-30 $3,771,780 48,134
2023-06-30 $4,326,062 49,104
2023-03-31 $4,471,991 55,470
2022-12-31 $4,744,883 61,051
2022-09-30 $6,185,692 76,603
2022-06-30 $6,903,390 76,918
2022-03-31 $8,507,202 76,676
2021-09-30 $9,999,670 79,774
2021-06-30 $9,858,404 79,420
2021-03-31 $9,479,459 80,246
2020-12-31 $9,526,761 81,328
2020-09-30 $8,483,509 81,635
2020-06-30 $7,431,551 81,042
2020-03-31 $7,344,890 81,447