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IMA Advisory Services, Inc.

Position in MDT — Medtronic plc

CIK 1455495 DENVER, CO

Position in MDT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$89,964
+$82,773 QoQ
Shares Held
1,150
+1285.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,835
of 2,103 holders
Holding Since
Jun 2020
18 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 Jun 30, 2026

IMA Advisory Services, Inc. holds $2,073,599 across 14 Medical Devices names. MDT ranks #6 (4.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 MDT
Medtronic plc
This page
1,150 $89,964

All Filings in MDT

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $89,964 1,150
2026-03-31 $7,191 83
2025-12-31 $7,684 80
2025-09-30 $1,047 11
2025-06-30 $958 11
2023-09-30 $135,171 1,725
2023-06-30 $161,663 1,835
2023-03-31 $154,548 1,917
2022-12-31 $1,074,945 13,831
2022-09-30 $1,445,828 17,905
2022-06-30 $1,741,598 19,405
2022-03-31 $2,165,854 19,521
2021-09-30 $2,643,631 21,090
2021-06-30 $2,625,970 21,155
2021-03-31 $2,603,585 22,040
2020-12-31 $2,492,856 21,281
2020-09-30 $2,775,183 26,705
2020-06-30 $2,167,788 23,640