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CAPTRUST FINANCIAL ADVISORS

Position in MDT — Medtronic plc

CIK 1512024 RALEIGH, NC

Position in MDT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$20,230,512
+$196,339 QoQ
Shares Held
258,603
+11.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#283
of 2,110 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 60% Shared 0% None 40%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $194,335,431 across 52 Medical Devices names. MDT ranks #4 (10.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 MDT
Medtronic plc
This page
258,603 $20,230,512

All Filings in MDT

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $20,230,512 258,603
2026-03-31 $20,034,173 231,208
2025-12-31 $13,570,588 141,272
2025-09-30 $12,811,494 134,518
2025-06-30 $11,245,191 129,003
2025-03-31 $11,026,001 122,702
2024-12-31 $7,784,385 97,451
2024-09-30 $9,128,141 101,390
2024-06-30 $9,080,536 115,367
2024-03-31 $10,451,028 119,920
2023-12-31 $14,204,865 172,431
2023-09-30 $13,942,359 177,927
2023-06-30 $14,248,941 161,736
2023-03-31 $12,613,079 156,451
2022-12-31 $11,289,840 145,263
2022-09-30 $13,530,470 167,560
2022-06-30 $10,882,367 121,252
2022-03-31 $12,436,052 112,087
2021-09-30 $12,185,273 97,210
2021-06-30 $11,143,522 89,773
2021-03-31 $13,081,125 110,735
2020-12-31 $37,713,691 321,954
2020-09-30 $29,558,589 284,436
2020-06-30 $29,662,015 323,468
2020-03-31 $27,870,309 309,052