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West Family Investments, Inc.

Position in MDT — Medtronic plc

CIK 1568303 CARLSBAD, CA

Position in MDT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$338,735
+$63,015 QoQ
Shares Held
4,330
+36.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,528
of 2,103 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

West Family Investments, Inc. holds $2,399,676 across 6 Medical Devices names. MDT ranks #3 (14.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MDT
Medtronic plc
This page
4,330 $338,735

All Filings in MDT

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $338,735 4,330
2026-03-31 $275,720 3,182
2025-12-31 $561,086 5,841
2025-09-30 $549,725 5,772
2025-06-30 $503,145 5,772
2025-03-31 $360,338 4,010
2024-12-31 $289,884 3,629
2024-09-30 $343,464 3,815
2024-03-31 $287,595 3,300
2023-06-30 $275,048 3,122
2023-03-31 $338,604 4,200
2022-09-30 $511,389 6,333
2022-06-30 $290,072 3,232
2022-03-31 $585,705 5,279