FIRST FOUNDATION ADVISORS

Endowment

Position in MDT — Medtronic plc

CIK 1086763 Irvine, CA

Position in MDT

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$260,123

-$22,485 QoQ

Shares Held

3,002

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

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")%

Healthcare · as of Mar 31, 2026

FIRST FOUNDATION ADVISORS holds $3,125,063 across 5 Medical Devices names. MDT ranks #4 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHG	Koninklijke Philips NV	44,358	$1,215,409
2	ABT	Abbott Laboratories	10,682	$1,096,720
3	EW	Edwards Lifesciences Corp	3,834	$307,026
4	MDT	Medtronic plc This page	3,002	$260,123
5	SYK	Stryker Corp	748	$245,785

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$260,123	3,002	+2.0%	Shares	Sole	2026-05-04
2025-12-31	$282,608	2,942	+5.1%	Shares	Sole	2026-02-04
2025-09-30	$266,576	2,799	-85.3%	Shares	Sole	2025-11-17
2025-06-30	$1,664,075	19,090	+16.3%	Shares	Defined	2025-08-14
2025-03-31	$1,474,512	16,409	+91.8%	Shares	Defined	2025-05-08
2024-12-31	$683,293	8,554	+12.4%	Shares	Sole	2025-02-13
2024-09-30	$685,218	7,611	-31.3%	Shares	Sole	2024-11-14
2024-06-30	$871,949	11,078	+2.4%	Shares	Sole	2024-08-06
2024-03-31	$942,613	10,816	-5.0%	Shares	Sole	2024-05-10
2023-12-31	$938,389	11,391	-17.4%	Shares	Sole	2024-02-14
2023-09-30	$1,080,113	13,784	-14.1%	Shares	Defined	2023-11-15
2023-06-30	$1,413,476	16,044	-54.5%	Shares	Defined	2023-08-14
2023-03-31	$2,845,159	35,291	-30.2%	Shares	Sole	2023-05-12
2022-12-31	$3,930,922	50,578	-31.9%	Shares	Sole	2023-02-14
2022-09-30	$6,000,532	74,310	-74.0%	Shares	Sole	2022-11-14
2022-06-30	$25,661,858	285,926	-14.8%	Shares	Sole	2022-08-12
2022-03-31	$37,235,707	335,608	+17.1%	Shares	Sole	2022-05-05
2021-09-30	$35,935,463	286,681	+0.7%	Shares	Defined	2021-11-15
2021-06-30	$35,351,230	284,792	-0.7%	Shares	Defined	2021-08-13
2021-03-31	$33,892,323	286,907	+0.0%	Shares	Defined	2021-05-18
2020-12-31	$33,598,797	286,826	+0.6%	Shares	Defined	2021-02-16
2020-09-30	$29,615,225	284,981	+3.5%	Shares	Sole	2020-11-12
2020-06-30	$25,250,603	275,361	-1.5%	Shares	Sole	2020-08-14
2020-03-31	$25,216,221	279,621	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.