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D.A. DAVIDSON & CO.

Position in MDT — Medtronic plc

CIK 1080107 GREAT FALLS, MT

Position in MDT

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$15,475,603
-$3,448,985 QoQ
Shares Held
178,599
-9.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Derivatives in MDT

reported options exposure · as of Mar 31, 2026
CallValue
$86
CallShares
1
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Medical Devices

Healthcare · as of Mar 31, 2026

D.A. DAVIDSON & CO. holds $72,681,047 across 11 Medical Devices names. MDT ranks #3 (21.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MDT
Medtronic plc
This page
178,599 $15,475,603

All Filings in MDT

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26 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $15,475,603 178,599
2026-03-31 $86 1
2025-12-31 $18,924,588 197,008
2025-09-30 $20,332,025 213,482
2025-06-30 $20,647,434 236,864
2025-03-31 $718 8
2025-03-31 $20,957,149 233,220
2024-12-31 $17,110,695 214,205
2024-09-30 $19,272,452 214,067
2024-06-30 $17,046,067 216,568
2024-03-31 $18,054,778 207,169
2023-12-31 $13,460,892 163,400
2023-09-30 $12,419,746 158,496
2023-06-30 $13,352,964 151,566
2023-03-31 $10,231,564 126,911
2022-12-31 $8,885,572 114,328
2022-09-30 $9,357,229 115,879
2022-06-30 $10,197,664 113,623
2022-03-31 $12,121,065 109,248
2021-09-30 $12,919,448 103,067
2021-06-30 $12,737,227 102,612
2021-03-31 $11,801,187 99,900
2020-12-31 $10,153,578 86,679
2020-09-30 $9,277,665 89,277
2020-06-30 $8,044,382 87,725
2020-03-31 $8,605,065 95,421