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Alpha Family Trust

Position in MDT — Medtronic plc

CIK 1568991 Los Angeles, CA

Position in MDT

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$313,673
-$34,064 QoQ
Shares Held
3,620
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Alpha Family Trust holds $520,841 across 2 Medical Devices names.

# Ticker Company Shares Value (USD) Open

All Filings in MDT

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13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $313,673 3,620
2025-12-31 $347,737 3,620
2025-09-30 $344,768 3,620
2025-06-30 $315,555 3,620
2025-03-31 $325,293 3,620
2024-12-31 $289,165 3,620
2024-09-30 $325,908 3,620
2024-06-30 $284,930 3,620
2024-03-31 $315,483 3,620
2023-12-31 $298,215 3,620
2023-09-30 $283,663 3,620
2023-06-30 $292,492 3,320
2023-03-31 $267,658 3,320