Regal Investment Advisors LLC

Position in MDT — Medtronic plc

CIK 1559789 KENTWOOD, MI

Position in MDT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,553,967

-$1,241,961 QoQ

Shares Held

96,561

-4.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#464

of 2,109 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 0% Shared 21% None 79%

Healthcare · as of Jun 30, 2026

Regal Investment Advisors LLC holds $9,355,795 across 3 Medical Devices names. MDT ranks #1 (80.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	96,561	$7,553,967
2	ABT	Abbott Laboratories	15,971	$1,449,208
3	SYK	Stryker Corp	1,120	$352,620

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,553,967	96,561	-4.9%	Shares	Sole	2026-08-14
2026-03-31	$8,795,928	101,511	+2.9%	Shares	Sole	2026-05-14
2025-12-31	$9,474,109	98,627	+8.5%	Shares	Sole	2026-02-17
2025-09-30	$8,654,649	90,872	-0.0%	Shares	Sole	2025-11-13
2025-06-30	$7,924,799	90,912	+0.3%	Shares	Sole	2025-08-11
2025-03-31	$8,144,730	90,638	-21.2%	Shares	Sole	2025-05-12
2024-12-31	$9,190,034	115,048	+1.3%	Shares	Sole	2025-02-13
2024-09-30	$10,223,536	113,557	+4.9%	Shares	Sole	2024-11-12
2024-06-30	$8,516,736	108,204	+6.8%	Shares	Sole	2024-08-15
2024-03-31	$8,832,303	101,346	-1.4%	Shares	Sole	2024-05-15
2023-12-31	$8,463,226	102,734	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$8,041,695	102,625	+9.4%	Shares	Sole	2023-11-13
2023-06-30	$8,261,841	93,778	+7.5%	Shares	Sole	2023-08-11
2023-03-31	$7,035,788	87,271	+16.4%	Shares	Sole	2023-05-11
2022-12-31	$5,824,647	74,944	+9.5%	Shares	Sole	2023-03-01
2022-09-30	$5,526,691	68,442	+13.0%	Shares	Sole	2022-11-15
2022-06-30	$5,438,132	60,592	+14.6%	Shares	Sole	2022-08-09
2022-03-31	$5,868,256	52,891	+15.6%	Shares	Sole	2022-05-09
2021-09-30	$5,736,768	45,766	+12.1%	Shares	Sole	2021-11-05
2021-06-30	$5,067,855	40,827	-13.7%	Shares	Sole	2021-08-09
2020-12-31	$5,542,830	47,318	-3.5%	Shares	Sole	2021-02-12
2020-06-30	$4,494,217	49,010	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.