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Merit Financial Group, LLC

Position in MDT — Medtronic plc

CIK 1621225 ALPHARETTA, GA

Position in MDT

as of Mar 31, 2026 · filed Apr 15, 2026
Position Value
$5,446,555
-$1,493,393 QoQ
Shares Held
62,857
-13.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 0.057273768613974804.ToString("F0")% Shared 0.ToString("F0")% None 99.94272623138602.ToString("F0")%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Mar 31, 2026

Merit Financial Group, LLC holds $39,981,986 across 24 Medical Devices names. MDT ranks #4 (13.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 MDT
Medtronic plc
This page
62,857 $5,446,555

All Filings in MDT

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24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $5,446,555 62,857
2025-12-31 $6,939,948 72,246
2025-09-30 $6,300,980 66,159
2025-06-30 $4,971,740 57,035
2025-03-31 $3,726,853 41,474
2024-12-31 $1,858,807 23,270
2024-09-30 $489,673 5,439
2024-06-30 $1,249,914 15,880
2024-03-31 $1,205,720 13,835
2023-12-31 $775,442 9,413
2023-09-30 $722,400 9,219
2023-06-30 $714,931 8,115
2023-03-31 $450,665 5,590
2022-12-31 $582,355 7,493
2022-09-30 $480,381 5,949
2022-06-30 $1,113,707 12,409
2022-03-31 $230,443 2,077
2021-09-30 $874,190 6,974
2021-06-30 $852,152 6,865
2021-03-31 $800,921 6,780
2020-12-31 $748,758 6,392
2020-09-30 $680,779 6,551
2020-06-30 $578,168 6,305
2020-03-31 $638,384 7,079