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SVB WEALTH LLC

Position in MDT — Medtronic plc

CIK 1626116 BOSTON, MA

Position in MDT

as of Mar 31, 2026 · filed Apr 17, 2026
Position Value
$2,902,252
-$1,128,808 QoQ
Shares Held
33,494
-20.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 79% Shared 0% None 21%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

SVB WEALTH LLC holds $6,420,833 across 3 Medical Devices names.

# Ticker Company Shares Value (USD) Open

All Filings in MDT

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23 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,902,252 33,494
2025-12-31 $4,031,060 41,964
2025-09-30 $4,458,752 46,816
2025-06-30 $4,743,003 54,411
2025-03-31 $6,934,765 77,173
2024-12-31 $9,839,856 123,183
2024-06-30 $11,631,762 147,780
2024-03-31 $13,575,441 155,771
2023-12-31 $14,022,393 170,216
2023-09-30 $17,653,488 225,287
2023-06-30 $21,504,151 244,088
2023-03-31 $23,336,586 289,464
2022-12-31 $3,756,829 48,338
2022-09-30 $4,868,659 60,293
2022-06-30 $5,542,869 61,759
2022-03-31 $32,831,657 295,914
2021-09-30 $36,817,926 293,721
2021-06-30 $36,545,732 294,415
2021-03-31 $35,551,104 300,949
2020-12-31 $34,818,927 297,242
2020-09-30 $30,600,178 294,459
2020-06-30 $31,271,808 341,023
2020-03-31 $29,250,062 324,352