EP Wealth Advisors, LLC

Position in MDT — Medtronic plc

CIK 1540569 TORRANCE, CA

Position in MDT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,551,582

-$740,490 QoQ

Shares Held

29,447

-14.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 99.80982136792773.ToString("F0")% Shared 0.ToString("F0")% None 0.19017863207226787.ToString("F0")%

Healthcare · as of Mar 31, 2026

EP Wealth Advisors, LLC holds $97,481,160 across 22 Medical Devices names. MDT ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	216,387	$71,102,604
2	ABT	Abbott Laboratories	132,784	$13,632,933
3	EW	Edwards Lifesciences Corp	39,238	$3,142,179
4	MDT	Medtronic plc This page	29,447	$2,551,582
5	BSX	Boston Scientific Corp	24,757	$1,553,501
6	GEHC	GE HealthCare Technologies Inc.	17,348	$1,234,830
7	LIVN	LivaNova PLC	11,834	$752,169
8	GMED	Globus Medical Inc	8,393	$723,140

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,551,582	29,447	-14.1%	Shares	Sole	2026-05-14
2025-12-31	$3,292,072	34,271	-5.2%	Shares	Sole	2026-02-18
2025-06-30	$3,152,328	36,163	+5.8%	Shares	Sole	2025-08-14
2025-03-31	$3,070,066	34,165	+163.9%	Shares	Sole	2025-05-15
2024-12-31	$1,033,966	12,944	-19.5%	Shares	Sole	2025-02-14
2024-09-30	$1,447,682	16,080	+31.2%	Shares	Sole	2024-11-15
2024-06-30	$964,591	12,255	+47.2%	Shares	Sole	2024-08-19
2024-03-31	$725,436	8,324	-3.7%	Shares	Sole	2024-05-14
2023-12-31	$712,257	8,646	-57.5%	Shares	Sole	2024-02-28
2023-09-30	$1,595,331	20,359	-84.5%	Shares	Sole	2023-11-24
2023-06-30	$11,601,008	131,680	+652.3%	Shares	Sole	2023-08-14
2023-03-31	$1,411,172	17,504	+269.5%	Shares	Sole	2023-06-05
2022-12-31	$368,159	4,737	-59.8%	Shares	Sole	2023-06-12
2022-09-30	$950,346	11,769	+48.4%	Shares	Sole	2022-12-02
2022-06-30	$711,986	7,933	+81.5%	Shares	Sole	2022-08-11
2022-03-31	$485,073	4,372	-21.1%	Shares	Sole	2022-05-20
2021-09-30	$694,564	5,541	+5.1%	Shares	Sole	2021-11-23
2021-06-30	$654,289	5,271	+28.6%	Shares	Sole	2021-08-24
2021-03-31	$484,214	4,099	+23.5%	Shares	Sole	2021-05-17
2020-12-31	$388,670	3,318	+13.0%	Shares	Sole	2021-02-18
2020-09-30	$305,213	2,937	-6.9%	Shares	Sole	2020-11-17
2020-06-30	$289,313	3,155	+2.5%	Shares	Sole	2020-08-14
2020-03-31	$277,483	3,077	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.