Avior Wealth Management, LLC

Position in MDT — Medtronic plc

CIK 1599868 OMAHA, NE

Position in MDT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,261,615

-$111,700 QoQ

Shares Held

16,127

+1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#962

of 2,109 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Avior Wealth Management, LLC holds $6,117,615 across 5 Medical Devices names. MDT ranks #3 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	7,353	$2,315,018
2	ABT	Abbott Laboratories	21,257	$1,928,860
3	MDT	Medtronic plc This page	16,127	$1,261,615
4	BSX	Boston Scientific Corp	8,128	$346,903
5	PODD	Insulet Corp	1,742	$265,219

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,261,615	16,127	+1.8%	Shares	Sole	2026-07-07
2026-03-31	$1,373,315	15,849	+11.0%	Shares	Sole	2026-04-09
2025-12-31	$1,371,928	14,282	-9.3%	Shares	Sole	2026-01-06
2025-09-30	$1,500,315	15,753	+2.4%	Shares	Sole	2025-11-14
2025-06-30	$1,340,413	15,377	+784.2%	Shares	Sole	2025-07-17
2025-03-31	$156,266	1,739	-86.2%	Shares	Sole	2025-04-21
2024-12-31	$1,007,047	12,607	-8.1%	Shares	Sole	2025-01-17
2024-09-30	$1,234,401	13,711	-3.7%	Shares	Sole	2024-11-08
2024-06-30	$1,120,987	14,242	-5.4%	Shares	Sole	2024-08-13
2024-03-31	$1,312,043	15,055	+11.5%	Shares	Sole	2024-04-30
2023-12-31	$1,112,130	13,500	-1.4%	Shares	Sole	2024-01-30
2023-09-30	$1,073,140	13,695	+0.7%	Shares	Sole	2023-10-17
2023-06-30	$1,198,336	13,602	-1.9%	Shares	Sole	2023-07-19
2023-03-31	$1,117,957	13,867	+0.8%	Shares	Sole	2023-05-10
2022-12-31	$1,068,883	13,753	+16.6%	Shares	Sole	2023-02-14
2022-09-30	$952,850	11,800	+5.3%	Shares	Sole	2022-10-26
2022-06-30	$1,005,289	11,201	+19.6%	Shares	Sole	2022-08-10
2022-03-31	$1,038,935	9,364	-25.9%	Shares	Sole	2022-05-13
2021-09-30	$1,583,044	12,629	+22.1%	Shares	Sole	2021-11-02
2021-06-30	$1,283,379	10,339	+15.7%	Shares	Sole	2021-07-27
2021-03-31	$1,055,372	8,934	-2.2%	Shares	Sole	2021-05-11
2020-12-31	$1,069,604	9,131	+4.5%	Shares	Sole	2021-02-09
2020-09-30	$907,741	8,735	-12.7%	Shares	Sole	2020-10-20
2020-06-30	$917,825	10,009	+0.7%	Shares	Sole	2020-07-02
2020-03-31	$896,568	9,942	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.