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O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in MDT — Medtronic plc

CIK 1423442 Stamford, CT

Position in MDT

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$51,563,681
-$36,218,347 QoQ
Shares Held
595,080
-34.9% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $154,082,191 across 23 Medical Devices names. MDT ranks #1 (33.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MDT
Medtronic plc
This page
595,080 $51,563,681

All Filings in MDT

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24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $51,563,681 595,080
2025-12-31 $87,782,028 913,825
2025-09-30 $93,600,061 982,781
2025-06-30 $77,673,961 891,063
2025-03-31 $77,944,743 867,402
2024-12-31 $31,103,593 389,379
2024-09-30 $15,792,071 175,409
2024-06-30 $10,090,385 128,197
2024-03-31 $9,541,617 109,485
2023-12-31 $7,231,563 87,783
2023-09-30 $7,088,288 90,458
2023-06-30 $7,158,653 81,256
2023-03-31 $6,500,793 80,635
2022-12-31 $6,240,838 80,299
2022-09-30 $8,403,571 104,069
2022-06-30 $4,967,483 55,348
2022-03-31 $7,208,865 64,974
2021-09-30 $3,853,885 30,745
2021-06-30 $3,197,092 25,756
2021-03-31 $2,868,314 24,281
2020-12-31 $3,459,378 29,532
2020-09-30 $2,307,647 22,206
2020-06-30 $1,799,612 19,625
2020-03-31 $769,596 8,534