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Obermeyer Wealth Partners

Position in MDT — Medtronic plc

CIK 1349654 ASPEN, CO

Position in MDT

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$277,716
-$83,701 QoQ
Shares Held
3,550
-14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,629
of 2,103 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Obermeyer Wealth Partners holds $1,556,240 across 4 Medical Devices names. MDT ranks #2 (17.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MDT
Medtronic plc
This page
3,550 $277,716

All Filings in MDT

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $277,716 3,550
2026-03-31 $361,417 4,171
2025-12-31 $355,133 3,697
2025-09-30 $351,911 3,695
2025-06-30 $300,562 3,448
2025-03-31 $313,341 3,487
2024-12-31 $490,942 6,146
2024-09-30 $553,324 6,146
2024-06-30 $536,251 6,813
2024-03-31 $620,856 7,124
2023-12-31 $570,234 6,922
2023-09-30 $538,881 6,877
2023-06-30 $605,863 6,877
2023-03-31 $455,099 5,645
2022-12-31 $373,833 4,810
2022-09-30 $523,502 6,483
2022-06-30 $590,644 6,581
2022-03-31 $746,027 6,724
2021-09-30 $782,810 6,245
2021-06-30 $775,191 6,245
2021-03-31 $789,935 6,687
2020-12-31 $212,023 1,810