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M Holdings Securities, Inc.

Broker-Dealer

Position in MDT — Medtronic plc

CIK 1569638 PORTLAND, OR

Position in MDT

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$954,797
-$146,004 QoQ
Shares Held
12,205
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,072
of 2,103 holders
Holding Since
Mar 2020
13 quarters on record

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

M Holdings Securities, Inc. holds $954,797 across 1 Medical Devices name. MDT ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MDT
Medtronic plc
This page
12,205 $954,797

All Filings in MDT

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $954,797 12,205
2026-03-31 $1,100,801 12,704
2025-12-31 $1,197,580 12,467
2025-06-30 $1,006,464 11,546
2024-06-30 $670,215 8,515
2023-06-30 $598,375 6,792
2023-03-31 $648,265 8,041
2022-12-31 $619,739 7,974
2022-09-30 $660,938 8,185
2022-06-30 $690,536 7,694
2022-03-31 $868,849 7,831
2021-03-31 $1,095,419 9,273
2020-03-31 $1,014,164 11,246