Chicago Partners Investment Group LLC

Position in MDT — Medtronic plc

CIK 1563525 CHICAGO, IL

Position in MDT

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

Position Value

$1,569,293

+$792,390 QoQ

Shares Held

20,060

+123.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#905

of 2,110 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Healthcare · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $21,589,569 across 16 Medical Devices names. MDT ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	75,887	$6,885,986
2	SYK	Stryker Corp	7,105	$2,236,938
3	BSX	Boston Scientific Corp	45,793	$1,954,445
4	MDT	Medtronic plc This page	20,060	$1,569,293
5	TXG	10x Genomics, Inc.	39,561	$1,516,768
6	PODD	Insulet Corp	9,330	$1,420,492
7	EW	Edwards Lifesciences Corp	12,531	$1,133,554
8	STE	STERIS plc	5,045	$1,062,325

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,569,293	20,060	+123.7%	Shares	Sole	2026-07-30
2026-03-31	$776,903	8,966	-34.1%	Shares	Sole	2026-05-04
2025-12-31	$1,306,800	13,604	-1.3%	Shares	Sole	2026-01-28
2025-09-30	$1,312,883	13,785	+68.2%	Shares	Sole	2025-10-30
2025-06-30	$714,270	8,194	+17.6%	Shares	Sole	2025-07-29
2025-03-31	$626,324	6,970	-0.6%	Shares	Sole	2025-05-09
2024-12-31	$559,878	7,009	+43.9%	Shares	Sole	2025-01-24
2024-09-30	$438,446	4,870	+37.8%	Shares	Sole	2024-10-29
2024-06-30	$278,082	3,533	-1.5%	Shares	Sole	2024-07-31
2024-03-31	$312,519	3,586	+2.4%	Shares	Sole	2024-04-25
2023-12-31	$288,412	3,501	-9.1%	Shares	Sole	2024-02-23
2023-09-30	$301,921	3,853	-19.8%	Shares	Sole	2023-10-26
2023-06-30	$423,232	4,804	+34.0%	Shares	Sole	2023-08-08
2023-03-31	$289,103	3,586	+1.3%	Shares	Sole	2023-04-26
2022-12-31	$275,206	3,541	-1.5%	Shares	Sole	2023-02-09
2022-09-30	$290,215	3,594	+5.8%	Shares	Sole	2022-11-09
2022-06-30	$304,791	3,396	-4.0%	Shares	Sole	2022-08-04
2022-03-31	$392,652	3,539	+4.0%	Shares	Sole	2022-05-20
2021-09-30	$426,440	3,402	+0.2%	Shares	Sole	2021-11-12
2021-06-30	$421,421	3,395	-4.0%	Shares	Sole	2021-08-02
2021-03-31	$417,943	3,538	+16.3%	Shares	Sole	2021-04-28
2020-12-31	$356,457	3,043	+21.6%	Shares	Sole	2021-01-27
2020-09-30	$260,007	2,502	-8.1%	Shares	Sole	2020-11-06
2020-06-30	$249,790	2,724	+16.1%	Shares	Sole	2020-07-31
2020-03-31	$211,562	2,346	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.