GeoWealth Management, LLC

Position in MDT — Medtronic plc

CIK 1593387 CHICAGO, IL

Position in MDT

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$4,459,095

-$425,267 QoQ

Shares Held

51,461

+1.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0.14962787353529858.ToString("F0")% Shared 0.38475738909076773.ToString("F0")% None 99.46561473737393.ToString("F0")%

Healthcare · as of Mar 31, 2026

GeoWealth Management, LLC holds $9,631,162 across 7 Medical Devices names. MDT ranks #1 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	51,461	$4,459,095
2	PHG	Koninklijke Philips NV	47,780	$1,309,172
3	SYK	Stryker Corp	3,911	$1,285,115
4	ABT	Abbott Laboratories	8,381	$860,477
5	DXCM	Dexcom Inc	12,728	$799,318
6	BSX	Boston Scientific Corp	7,429	$466,169
7	SNN	Smith & Nephew PLC	14,217	$451,816

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,459,095	51,461	+1.2%	Shares	Other	2026-05-13
2025-12-31	$4,884,362	50,847	-2.1%	Shares	Other	2026-02-17
2025-09-30	$4,947,527	51,948	+60.4%	Shares	Other	2025-11-13
2025-06-30	$2,822,651	32,381	-3.7%	Shares	Other	2025-08-13
2025-03-31	$3,021,542	33,625	+5.9%	Shares	Other	2025-05-09
2024-12-31	$2,535,710	31,744	+34.2%	Shares	Other	2025-02-13
2024-09-30	$2,129,209	23,650	+6.1%	Shares	Other	2024-11-12
2024-06-30	$1,754,996	22,297	+19.2%	Shares	Other	2024-08-12
2024-03-31	$1,630,576	18,710	+62.3%	Shares	Other	2024-05-15
2023-12-31	$949,841	11,530	+2262.7%	Shares	Other	2024-02-13
2023-09-30	$38,239	488	-13.0%	Shares	Other	2023-11-13
2023-06-30	$49,424	561	+638.2%	Shares	Other	2023-08-10
2022-03-31	$8,432	76	-86.0%	Shares	Sole	2022-05-13
2020-12-31	$63,607	543	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.