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Richard Bernstein Advisors LLC

Position in MDT — Medtronic plc

CIK 1528214 NEW YORK, NY

Position in MDT

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$1,576,770
-$171,233 QoQ
Shares Held
18,197
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2020
23 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

Richard Bernstein Advisors LLC holds $5,105,666 across 3 Medical Devices names. MDT ranks #2 (30.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MDT
Medtronic plc
This page
18,197 $1,576,770

All Filings in MDT

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23 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,576,770 18,197
2025-12-31 $1,748,003 18,197
2025-09-30 $1,924,705 20,209
2025-06-30 $4,597,607 52,743
2025-03-31 $4,739,485 52,743
2024-12-31 $4,385,651 54,903
2024-09-30 $4,942,917 54,903
2024-06-30 $4,321,415 54,903
2024-03-31 $4,784,099 54,895
2023-12-31 $4,522,250 54,895
2023-09-30 $4,298,751 54,859
2023-06-30 $9,351,374 106,145
2023-03-31 $8,557,409 106,145
2022-12-31 $8,249,589 106,145
2022-09-30 $8,571,208 106,145
2022-06-30 $10,386,498 115,727
2022-03-31 $5,121,341 46,159
2021-09-30 $5,786,030 46,159
2021-06-30 $5,458,244 43,972
2021-03-31 $5,194,412 43,972
2020-12-31 $5,150,880 43,972
2020-09-30 $4,569,570 43,972
2020-06-30 $4,032,232 43,972