BSW Wealth Partners

Position in MDT — Medtronic plc

CIK 1512601 BOULDER, CO

Position in MDT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$328,800

+$121,503 QoQ

Shares Held

4,203

+94.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,542

of 2,103 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

BSW Wealth Partners holds $2,132,376 across 4 Medical Devices names. MDT ranks #3 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	12,467	$1,131,255
2	SYK	Stryker Corp	1,350	$425,034
3	MDT	Medtronic plc This page	4,203	$328,800
4	BSX	Boston Scientific Corp	5,794	$247,287

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,800	4,203	+94.8%	Shares	Sole	2026-07-15
2025-12-31	$207,297	2,158	-3.0%	Shares	Sole	2026-01-23
2025-09-30	$211,909	2,225	-15.6%	Shares	Sole	2025-10-15
2025-06-30	$229,867	2,637	-2.8%	Shares	Sole	2025-07-18
2025-03-31	$243,790	2,713	-34.5%	Shares	Sole	2025-04-24
2024-12-31	$330,862	4,142	-12.4%	Shares	Sole	2025-01-22
2024-09-30	$425,841	4,730	-35.4%	Shares	Sole	2024-10-29
2024-06-30	$576,550	7,325	-10.8%	Shares	Sole	2024-07-16
2024-03-31	$715,850	8,214	-13.2%	Shares	Sole	2024-04-23
2023-12-31	$779,891	9,467	+7.6%	Shares	Sole	2024-01-25
2023-09-30	$689,254	8,796	-8.9%	Shares	Sole	2023-10-27
2023-06-30	$850,869	9,658	+1.7%	Shares	Sole	2023-08-11
2023-03-31	$765,890	9,500	+18.4%	Shares	Sole	2023-05-15
2022-12-31	$623,858	8,027	+36.1%	Shares	Sole	2023-02-14
2022-09-30	$476,182	5,897	-14.9%	Shares	Sole	2022-11-14
2022-06-30	$622,147	6,932	+0.7%	Shares	Sole	2022-08-15
2022-03-31	$763,557	6,882	+30.9%	Shares	Sole	2022-05-16
2021-09-30	$659,215	5,259	-3.6%	Shares	Sole	2021-11-15
2021-06-30	$676,880	5,453	+6.2%	Shares	Sole	2021-08-16
2021-03-31	$606,361	5,133	+4.3%	Shares	Sole	2021-05-17
2020-12-31	$576,563	4,922	+17.9%	Shares	Sole	2021-02-16
2020-09-30	$433,969	4,176	+33.2%	Shares	Sole	2020-11-13
2020-06-30	$287,387	3,134	+30.2%	Shares	Sole	2020-08-13
2020-03-31	$217,063	2,407	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.