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Lido Advisors, LLC

Position in MDT — Medtronic plc

CIK 1650150 Los Angeles, CA

Position in MDT

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$7,603,190
-$975,063 QoQ
Shares Held
87,746
-1.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 20.897818703986506.ToString("F0")% Shared 0.ToString("F0")% None 79.1021812960135.ToString("F0")%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Derivatives in MDT

reported options exposure · as of Jun 30, 2020
CallValue
$0
CallShares
0
PutValue
$605,220
PutShares
6,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Medical Devices

Healthcare · as of Mar 31, 2026

Lido Advisors, LLC holds $93,044,390 across 17 Medical Devices names. MDT ranks #5 (8.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 MDT
Medtronic plc
This page
87,746 $7,603,190

All Filings in MDT

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $7,603,190 87,746
2025-12-31 $8,578,253 89,301
2025-09-30 $9,280,376 97,442
2025-06-30 $4,010,691 46,010
2025-03-31 $4,609,637 51,298
2024-12-31 $3,565,122 44,631
2024-09-30 $4,011,016 44,552
2024-06-30 $3,560,681 45,238
2024-03-31 $11,250,453 129,093
2023-12-31 $9,183,556 111,478
2023-09-30 $2,925,492 37,334
2023-06-30 $6,086,828 69,090
2023-03-31 $4,755,450 58,986
2022-12-31 $1,047,277 13,475
2022-09-30 $1,254,047 15,530
2022-06-30 $1,482,759 16,521
2022-03-31 $1,941,735 17,501
2021-06-30 $1,468,830 11,833
2021-03-31 $1,390,744 11,773
2020-12-31 $1,815,552 15,499
2020-09-30 $1,030,574 9,917
2020-06-30 $605,220 6,600
2020-06-30 $1,685,170 18,377
2020-03-31 $595,188 6,600
2020-03-31 $1,510,334 16,748