Crestwood Advisors Group, LLC

Position in MDT — Medtronic plc

CIK 1426853 BOSTON, MA

Position in MDT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,431,296

-$247,547 QoQ

Shares Held

18,296

-5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#925

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

Crestwood Advisors Group, LLC holds $39,760,230 across 11 Medical Devices names. MDT ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EW	Edwards Lifesciences Corp	170,529	$15,426,052
2	SYK	Stryker Corp	38,236	$12,038,222
3	ABT	Abbott Laboratories	85,594	$7,766,799
4	MDT	Medtronic plc This page	18,296	$1,431,296
5	BSX	Boston Scientific Corp	23,297	$994,315
6	STE	STERIS plc	2,297	$483,679
7	ZBH	Zimmer Biomet Holdings, Inc.	5,327	$458,601
8	GMED	Globus Medical Inc	4,099	$323,861

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,431,296	18,296	-5.6%	Shares	Sole	2026-08-03
2026-03-31	$1,678,843	19,375	+67.0%	Shares	Sole	2026-05-05
2025-12-31	$1,114,488	11,602	+31.8%	Shares	Sole	2026-02-03
2025-09-30	$838,112	8,800	+32.1%	Shares	Sole	2025-11-07
2025-06-30	$580,552	6,660	-4.0%	Shares	Sole	2025-08-05
2025-03-31	$623,179	6,935	+6.3%	Shares	Sole	2025-05-05
2024-12-31	$521,137	6,524	-8.0%	Shares	Sole	2025-02-04
2024-09-30	$638,222	7,089	+8.0%	Shares	Sole	2024-10-30
2024-06-30	$516,652	6,564	-9.0%	Shares	Sole	2024-08-01
2024-03-31	$628,525	7,212	+30.6%	Shares	Sole	2024-05-08
2023-12-31	$454,819	5,521	+12.7%	Shares	Sole	2024-02-13
2023-09-30	$383,807	4,898	+73.0%	Shares	Sole	2023-11-15
2023-06-30	$249,411	2,831	+9.8%	Shares	Sole	2023-08-15
2023-03-31	$207,918	2,579	-1.7%	Shares	Sole	2023-05-12
2022-12-31	$203,937	2,624	+3.4%	Shares	Sole	2023-02-14
2022-09-30	$204,943	2,538	-47.1%	Shares	Sole	2022-10-26
2022-06-30	$430,351	4,795	+6.9%	Shares	Sole	2022-07-07
2022-03-31	$497,721	4,486	-98.7%	Shares	Sole	2022-04-12
2021-09-30	$44,809,867	357,478	+0.1%	Shares	Sole	2021-11-03
2021-06-30	$44,316,023	357,013	+2.3%	Shares	Sole	2021-08-13
2021-03-31	$41,213,194	348,880	+3.9%	Shares	Sole	2021-04-21
2020-12-31	$39,318,860	335,657	+8.7%	Shares	Sole	2021-02-09
2020-09-30	$32,100,056	308,892	+0.2%	Shares	Sole	2020-10-06
2020-06-30	$28,275,511	308,348	+3.6%	Shares	Sole	2020-08-14
2020-03-31	$26,849,742	297,735	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.