Community Financial Services Group, LLC

Position in MDT — Medtronic plc

CIK 1537319 NEWPORT, VT

Position in MDT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$47,720

-$313,337 QoQ

Shares Held

610

-86.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,902

of 2,109 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Community Financial Services Group, LLC holds $4,620,560 across 7 Medical Devices names. MDT ranks #2 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	49,597	$4,500,430
2	MDT	Medtronic plc This page	610	$47,720
3	STE	STERIS plc	144	$30,322
4	GEHC	GE HealthCare Technologies Inc.	249	$15,938
5	DXCM	Dexcom Inc	200	$13,470
6	SYK	Stryker Corp	30	$9,445
7	AORT	Artivion, Inc.	144	$3,235

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,720	610	-86.5%	Shares	Sole	2026-07-09
2024-12-31	$361,057	4,520	-46.3%	Shares	Sole	2025-01-29
2024-09-30	$757,151	8,410	-15.6%	Shares	Sole	2024-10-21
2024-06-30	$784,581	9,968	-27.9%	Shares	Sole	2024-07-25
2024-03-31	$1,204,674	13,823	-83.4%	Shares	Sole	2024-04-23
2023-09-30	$6,516,260	83,158	+5.0%	Shares	Sole	2023-11-07
2021-09-30	$9,928,095	79,203	+2.0%	Shares	Sole	2021-11-09
2021-06-30	$9,636,584	77,633	+1.0%	Shares	Sole	2021-07-23
2021-03-31	$9,076,872	76,838	+0.4%	Shares	Other	2021-05-14
2020-12-31	$8,964,724	76,530	+1.3%	Shares	Sole	2021-02-04
2020-09-30	$7,851,155	75,550	-0.0%	Shares	Sole	2020-10-29
2020-06-30	$6,928,851	75,560	-1.7%	Shares	Sole	2020-07-24
2020-03-31	$6,928,799	76,833	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.