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MISSION WEALTH MANAGEMENT, LP

Position in MDT — Medtronic plc

CIK 1645382 Santa Barbara, CA

Position in MDT

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$886,345
+$518,690 QoQ
Shares Held
11,330
+167.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,101
of 2,103 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $13,772,187 across 8 Medical Devices names. MDT ranks #4 (6.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 MDT
Medtronic plc
This page
11,330 $886,345

All Filings in MDT

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $886,345 11,330
2026-03-31 $367,655 4,243
2025-12-31 $433,999 4,518
2025-09-30 $423,246 4,444
2025-06-30 $380,061 4,360
2025-03-31 $445,525 4,958
2024-12-31 $435,425 5,451
2024-09-30 $492,464 5,470
2024-06-30 $446,285 5,670
2024-03-31 $544,774 6,251
2023-12-31 $455,808 5,533
2023-09-30 $480,033 6,126
2023-06-30 $533,181 6,052
2023-03-31 $511,211 6,341
2022-12-31 $489,713 6,301
2022-09-30 $537,229 6,653
2022-06-30 $603,658 6,726
2022-03-31 $816,592 7,360
2021-09-30 $840,346 6,704
2021-06-30 $788,349 6,351
2021-03-31 $784,737 6,643
2020-12-31 $740,441 6,321
2020-09-30 $635,782 6,118
2020-06-30 $396,694 4,326
2020-03-31 $361,351 4,007