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Jackson, Grant Investment Advisers, Inc.

Position in MDT — Medtronic plc

CIK 1650300 STAMFORD, CT

Position in MDT

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$93,250
-$48,769 QoQ
Shares Held
1,192
-27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,831
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

Jackson, Grant Investment Advisers, Inc. holds $1,035,153 across 6 Medical Devices names. MDT ranks #3 (9.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MDT
Medtronic plc
This page
1,192 $93,250

All Filings in MDT

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $93,250 1,192
2026-03-31 $142,019 1,639
2025-12-31 $157,250 1,637
2025-09-30 $155,622 1,634
2025-06-30 $135,810 1,558
2025-03-31 $130,117 1,448
2024-12-31 $115,426 1,445
2024-09-30 $129,823 1,442
2024-06-30 $113,263 1,439
2024-03-31 $152,425 1,749
2023-12-31 $143,670 1,744
2023-09-30 $176,623 2,254
2023-06-30 $198,136 2,249
2023-03-31 $188,489 2,338
2022-12-31 $181,320 2,333
2022-09-30 $228,764 2,833
2022-06-30 $323,100 3,600
2022-03-31 $392,208 3,535
2021-09-30 $526,093 4,197
2021-06-30 $520,228 4,191
2021-03-31 $490,948 4,156
2020-12-31 $442,437 3,777
2020-09-30 $391,570 3,768
2020-06-30 $344,608 3,758
2020-03-31 $338,084 3,749