SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in MDT — Medtronic plc
CIK 1079935
LOS ANGELES, CA
Position in MDT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$208,717
-$33,815 QoQ
Shares Held
2,668
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,758
of 2,098 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $1,320,833 across 3 Medical Devices names. MDT ranks #3 (15.8% of the industry book) .
All Filings in MDT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,717 | 2,668 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $242,532 | 2,799 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $248,890 | 2,591 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $274,291 | 2,880 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $310,760 | 3,565 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $366,718 | 4,081 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $293,239 | 3,671 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $377,134 | 4,189 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $336,799 | 4,279 | Shares | Defined | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||