Valmark Advisers, Inc.

Position in MDT — Medtronic plc

CIK 1380443 AKRON, OH

Position in MDT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$440,982

-$49,716 QoQ

Shares Held

5,637

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,407

of 2,098 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Valmark Advisers, Inc. holds $3,876,577 across 6 Medical Devices names. MDT ranks #4 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	16,344	$1,483,054
2	SYK	Stryker Corp	2,445	$769,783
3	EW	Edwards Lifesciences Corp	6,248	$565,194
4	MDT	Medtronic plc This page	5,637	$440,982
5	CLPT	ClearPoint Neuro, Inc.	18,352	$327,399
6	STE	STERIS plc	1,378	$290,165

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$440,982	5,637	-0.5%	Shares	Sole	2026-08-06
2026-03-31	$490,698	5,663	+20.5%	Shares	Sole	2026-05-01
2025-12-31	$451,289	4,698	-26.6%	Shares	Sole	2026-01-26
2025-09-30	$609,916	6,404	-2.0%	Shares	Sole	2025-10-24
2025-06-30	$569,917	6,538	-0.9%	Shares	Sole	2025-07-23
2025-03-31	$592,716	6,596	-19.3%	Shares	Sole	2025-04-23
2024-12-31	$652,539	8,169	-13.1%	Shares	Sole	2025-01-30
2024-09-30	$846,011	9,397	-0.8%	Shares	Sole	2024-10-25
2024-06-30	$745,698	9,474	+8.2%	Shares	Sole	2024-08-01
2024-03-31	$763,085	8,756	-0.3%	Shares	Sole	2024-05-06
2023-12-31	$723,461	8,782	-8.7%	Shares	Sole	2024-02-02
2023-09-30	$753,431	9,615	+5.0%	Shares	Sole	2023-11-08
2023-06-30	$806,467	9,154	-4.3%	Shares	Sole	2023-08-03
2023-03-31	$771,291	9,567	-4.6%	Shares	Sole	2023-05-02
2022-12-31	$779,376	10,028	+1.1%	Shares	Sole	2023-02-07
2022-09-30	$800,555	9,914	-0.8%	Shares	Sole	2022-11-03
2022-06-30	$897,141	9,996	-2.9%	Shares	Sole	2022-08-01
2022-03-31	$1,142,563	10,298	+1.8%	Shares	Sole	2022-05-10
2021-09-30	$1,268,416	10,119	+0.4%	Shares	Sole	2021-11-09
2021-06-30	$1,250,485	10,074	+6.3%	Shares	Sole	2021-08-06
2021-03-31	$1,119,636	9,478	+6.9%	Shares	Sole	2021-05-04
2020-12-31	$1,039,031	8,870	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.