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Allworth Financial LP

Position in MDT — Medtronic plc

CIK 1555170 FOLSOM, CA

Position in MDT

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$7,484,047
-$835,804 QoQ
Shares Held
86,371
-0.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 0.4353313033309792.ToString("F0")% Shared 0.ToString("F0")% None 99.56466869666902.ToString("F0")%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Derivatives in MDT

reported options exposure · as of Sep 30, 2025
CallValue
$19,048
CallShares
200
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Medical Devices

Healthcare · as of Mar 31, 2026

Allworth Financial LP holds $78,813,038 across 89 Medical Devices names. MDT ranks #3 (9.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MDT
Medtronic plc
This page
86,371 $7,484,047

All Filings in MDT

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $7,484,047 86,371
2025-12-31 $8,319,851 86,611
2025-09-30 $5,154,388 54,120
2025-09-30 $19,048 200
2025-06-30 $3,997,529 45,859
2025-03-31 $3,397,696 37,811
2024-12-31 $3,227,791 40,408
2024-09-30 $2,552,620 28,353
2024-06-30 $2,006,632 25,494
2024-03-31 $2,565,870 29,442
2023-12-31 $1,890,785 22,952
2023-09-30 $1,490,328 19,019
2023-06-30 $2,400,812 27,251
2023-03-31 $1,911,258 23,707
2022-12-31 $1,727,016 22,221
2022-09-30 $1,704,794 21,112
2022-06-30 $2,098,803 23,385
2022-03-31 $2,443,340 22,022
2021-09-30 $2,535,955 20,231
2021-06-30 $2,518,970 20,293
2021-03-31 $2,355,984 19,944
2020-12-31 $1,130,283 9,649
2020-09-30 $1,055,203 10,154
2020-06-30 $864,455 9,427
2020-03-31 $1,908,118 21,159