Institute for Wealth Management, LLC.

Position in MDT — Medtronic plc

CIK 1533954 DENVER, CO

Position in MDT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$142,300

-$67,378 QoQ

Shares Held

1,819

-23.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,810

of 2,103 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $1,680,354 across 15 Medical Devices names. MDT ranks #5 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	5,882	$533,732
2	EW	Edwards Lifesciences Corp	5,010	$453,204
3	SYK	Stryker Corp	695	$218,813
4	BSX	Boston Scientific Corp	3,454	$147,416
5	MDT	Medtronic plc This page	1,819	$142,300
6	GEHC	GE HealthCare Technologies Inc.	1,913	$122,451
7	STE	STERIS plc	106	$22,320
8	ZBH	Zimmer Biomet Holdings, Inc.	230	$19,800

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$142,300	1,819	-23.6%	Shares	Sole	2026-07-28
2023-06-30	$209,678	2,380	-20.1%	Shares	Sole	2023-07-25
2022-09-30	$240,473	2,978	0.0%	Shares	Sole	2022-10-18
2022-06-30	$267,275	2,978	0.0%	Shares	Sole	2022-07-25
2022-03-31	$330,409	2,978	-1.7%	Shares	Sole	2022-04-29
2021-09-30	$379,935	3,031	0.0%	Shares	Sole	2021-11-15
2021-06-30	$376,238	3,031	-4.1%	Shares	Sole	2021-07-21
2021-03-31	$373,408	3,161	+1.7%	Shares	Sole	2021-05-04
2020-12-31	$364,188	3,109	+12.9%	Shares	Sole	2021-02-01
2020-09-30	$286,195	2,754	+1.8%	Shares	Sole	2020-11-03
2020-06-30	$248,140	2,706	+3.2%	Shares	Sole	2020-07-30
2020-03-31	$236,542	2,623	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.