Forvis Mazars Wealth Advisors, LLC

Position in MDT — Medtronic plc

CIK 1352864 Springfield, MO

Position in MDT

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$235,341

-$3,944 QoQ

Shares Held

2,716

+9.0% 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

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $7,897,152 across 4 Medical Devices names.

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	14,383	$4,528,343
2	ABT	Abbott Laboratories	21,332	$1,935,665
3	DXCM	Dexcom Inc	15,812	$1,064,938
4	ZBH	Zimmer Biomet Holdings, Inc.	4,277	$368,206

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$235,341	2,716	+9.0%	Shares	Sole	2026-05-01
2025-12-31	$239,285	2,491	+2.4%	Shares	Sole	2026-02-10
2025-09-30	$231,623	2,432	-26.1%	Shares	Sole	2025-10-30
2025-06-30	$287,050	3,293	-4.9%	Shares	Sole	2025-07-29
2025-03-31	$311,095	3,462	+8.0%	Shares	Sole	2025-05-13
2024-12-31	$256,175	3,207	+24.2%	Shares	Sole	2025-02-04
2024-09-30	$232,547	2,583	+1.2%	Shares	Sole	2024-11-14
2024-06-30	$200,946	2,553	-4.1%	Shares	Sole	2024-08-09
2024-03-31	$231,906	2,661	+6.7%	Shares	Sole	2024-04-19
2023-12-31	$205,538	2,495	-7.5%	Shares	Sole	2024-01-11
2023-09-30	$211,258	2,696	-17.2%	Shares	Sole	2023-10-26
2023-06-30	$286,765	3,255	+1.7%	Shares	Sole	2023-08-08
2023-03-31	$258,145	3,202	-1.4%	Shares	Sole	2023-04-27
2022-12-31	$252,512	3,249	+0.9%	Shares	Sole	2023-02-03
2022-09-30	$260,015	3,220	-11.1%	Shares	Sole	2022-10-14
2022-06-30	$325,254	3,624	+47.4%	Shares	Sole	2022-07-22
2022-03-31	$272,715	2,458	-0.7%	Shares	Sole	2022-05-10
2021-03-31	$292,489	2,476	-83.0%	Shares	Sole	2021-04-23
2020-12-31	$1,701,692	14,527	+10.6%	Shares	Sole	2021-01-22
2020-09-30	$1,365,300	13,138	+2.1%	Shares	Sole	2020-11-05
2020-06-30	$1,179,720	12,865	+24.7%	Shares	Sole	2020-07-15
2020-03-31	$930,206	10,315	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.