Essex Financial Services, Inc.

Position in MDT — Medtronic plc

CIK 1315785 ESSEX, CT

Position in MDT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$818,520

-$379,329 QoQ

Shares Held

10,463

-24.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,126

of 2,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Essex Financial Services, Inc. holds $4,885,773 across 6 Medical Devices names. MDT ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	22,003	$1,996,552
2	SYK	Stryker Corp	3,418	$1,076,123
3	MDT	Medtronic plc This page	10,463	$818,520
4	GEHC	GE HealthCare Technologies Inc.	8,900	$569,689
5	BSX	Boston Scientific Corp	5,177	$220,954
6	DXCM	Dexcom Inc	3,028	$203,935

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$818,520	10,463	-24.3%	Shares	Defined	2026-08-10
2026-03-31	$1,197,849	13,824	-4.1%	Shares	Defined	2026-04-24
2025-12-31	$1,384,032	14,408	-1.0%	Shares	Defined	2026-02-10
2025-09-30	$1,386,027	14,553	+3.6%	Shares	Defined	2025-11-07
2025-06-30	$1,224,651	14,049	-10.4%	Shares	Defined	2025-07-16
2025-03-31	$1,408,555	15,675	+27.2%	Shares	Defined	2025-04-25
2024-12-31	$984,521	12,325	-2.5%	Shares	Defined	2025-01-29
2024-09-30	$1,137,709	12,637	-10.0%	Shares	Defined	2024-10-24
2024-06-30	$1,105,088	14,040	+18.9%	Shares	Defined	2024-08-09
2024-03-31	$1,029,154	11,809	-3.8%	Shares	Sole	2024-04-24
2023-12-31	$1,010,967	12,272	-21.5%	Shares	Sole	2024-02-06
2023-09-30	$1,225,785	15,643	+14.7%	Shares	Sole	2023-11-15
2023-06-30	$1,201,860	13,642	+1.4%	Shares	Sole	2023-08-09
2023-03-31	$1,085,145	13,460	+7.4%	Shares	Sole	2023-05-11
2022-12-31	$973,909	12,531	-3.3%	Shares	Sole	2023-02-10
2022-09-30	$1,046,762	12,963	+0.2%	Shares	Sole	2022-11-07
2022-06-30	$1,160,647	12,932	-2.1%	Shares	Sole	2022-08-01
2022-03-31	$1,465,760	13,211	-2.4%	Shares	Sole	2022-04-21
2021-09-30	$1,697,364	13,541	+23.1%	Shares	Sole	2021-11-10
2021-06-30	$1,365,554	11,001	0.0%	Shares	Sole	2021-07-30
2021-03-31	$1,299,548	11,001	-24.3%	Shares	Sole	2021-05-11
2020-12-31	$1,703,098	14,539	-11.1%	Shares	Sole	2021-02-05
2020-09-30	$1,698,988	16,349	+2.5%	Shares	Sole	2020-11-10
2020-06-30	$1,462,156	15,945	+2.8%	Shares	Sole	2020-08-06
2020-03-31	$1,398,331	15,506	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.