Arete Wealth Advisors, LLC

Position in MDT — Medtronic plc

CIK 1600151 CHICAGO, IL

Position in MDT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,142,862

-$1,027,460 QoQ

Shares Held

14,609

-41.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#994

of 2,098 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Arete Wealth Advisors, LLC holds $3,561,253 across 3 Medical Devices names. MDT ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	16,273	$1,476,612
2	MDT	Medtronic plc This page	14,609	$1,142,862
3	GEHC	GE HealthCare Technologies Inc.	14,713	$941,779

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,142,862	14,609	-41.7%	Shares	Sole	2026-08-13
2026-03-31	$2,170,322	25,047	+8.3%	Shares	Sole	2026-05-20
2025-12-31	$2,222,155	23,133	-0.9%	Shares	Sole	2026-02-13
2025-09-30	$2,222,901	23,340	-0.9%	Shares	Sole	2025-11-12
2025-06-30	$2,053,638	23,559	+1.8%	Shares	Sole	2025-08-14
2025-03-31	$2,078,911	23,135	-26.1%	Shares	Sole	2025-05-16
2024-12-31	$2,501,841	31,320	+15.6%	Shares	Sole	2025-02-12
2024-09-30	$2,439,092	27,092	-18.4%	Shares	Sole	2024-11-18
2024-06-30	$2,614,352	33,215	+32.0%	Shares	Sole	2024-08-14
2024-03-31	$2,192,868	25,162	-0.5%	Shares	Sole	2024-05-16
2023-12-31	$2,082,236	25,276	+6.0%	Shares	Sole	2024-02-14
2023-09-30	$1,868,964	23,851	+79.5%	Shares	Sole	2023-10-30
2023-06-30	$1,170,937	13,291	+1.9%	Shares	Sole	2023-08-09
2023-03-31	$1,051,687	13,045	+2.5%	Shares	Sole	2023-05-22
2022-12-31	$988,676	12,721	+5.6%	Shares	Sole	2023-02-06
2022-09-30	$972,714	12,046	+87.8%	Shares	Sole	2022-11-07
2022-06-30	$575,746	6,415	-18.1%	Shares	Sole	2022-08-15
2022-03-31	$869,515	7,837	+62.8%	Shares	Sole	2022-05-06
2021-09-30	$603,560	4,815	+4.2%	Shares	Sole	2021-11-15
2021-06-30	$573,604	4,621	-5.4%	Shares	Sole	2021-08-09
2021-03-31	$577,301	4,887	+36.4%	Shares	Sole	2021-05-10
2020-12-31	$419,829	3,584	-80.8%	Shares	Sole	2021-02-08
2020-09-30	$1,940,498	18,673	-4.3%	Shares	Sole	2020-11-09
2020-06-30	$1,788,883	19,508	+0.8%	Shares	Sole	2020-08-11
2020-03-31	$1,745,343	19,354	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.