HEADINVEST, LLC

Position in MDT — Medtronic plc

CIK 1372130 Portland, ME

Position in MDT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,696,132

-$482,997 QoQ

Shares Held

47,247

-2.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#647

of 2,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

HEADINVEST, LLC holds $5,098,667 across 3 Medical Devices names. MDT ranks #1 (72.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	47,247	$3,696,132
2	ABT	Abbott Laboratories	10,207	$926,183
3	SYK	Stryker Corp	1,513	$476,352

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,696,132	47,247	-2.0%	Shares	Sole	2026-08-14
2026-03-31	$4,179,129	48,230	-0.4%	Shares	Sole	2026-05-15
2025-12-31	$4,652,377	48,432	-0.7%	Shares	Sole	2026-02-02
2025-09-30	$4,643,521	48,756	-2.7%	Shares	Sole	2025-11-14
2025-06-30	$4,367,652	50,105	-10.3%	Shares	Sole	2025-08-14
2025-03-31	$5,019,939	55,864	+1.9%	Shares	Sole	2025-05-15
2024-12-31	$4,380,139	54,834	-3.0%	Shares	Sole	2025-02-18
2024-09-30	$5,090,926	56,547	-0.3%	Shares	Sole	2024-11-15
2024-06-30	$4,465,218	56,730	+5.1%	Shares	Sole	2024-08-14
2024-03-31	$4,705,228	53,990	-2.4%	Shares	Sole	2024-08-14
2023-12-31	$4,556,602	55,312	-0.0%	Shares	Sole	2024-02-12
2023-09-30	$4,336,050	55,335	+0.2%	Shares	Sole	2023-12-11
2023-06-30	$4,863,384	55,203	-1.7%	Shares	Sole	2023-08-23
2023-03-31	$4,526,248	56,143	+1.9%	Shares	Sole	2023-05-17
2022-12-31	$4,283,770	55,118	+13.0%	Shares	Sole	2023-02-13
2022-09-30	$3,938,016	48,768	+2.0%	Shares	Sole	2022-12-28
2022-06-30	$4,292,563	47,828	+0.1%	Shares	Sole	2022-08-12
2022-03-31	$5,301,634	47,784	-0.4%	Shares	Sole	2022-05-13
2021-09-30	$6,016,173	47,995	+0.1%	Shares	Sole	2021-11-16
2021-06-30	$5,951,661	47,947	-0.1%	Shares	Sole	2021-08-30
2021-03-31	$5,670,003	47,998	+0.8%	Shares	Sole	2021-05-13
2020-12-31	$5,577,152	47,611	+6.2%	Shares	Sole	2021-02-16
2020-09-30	$4,657,174	44,815	+1.4%	Shares	Sole	2020-11-24
2020-06-30	$4,052,681	44,195	-0.5%	Shares	Sole	2020-08-12
2020-03-31	$4,004,623	44,407	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.