Berkeley Capital Partners, LLC

Position in MDT — Medtronic plc

CIK 1667694 Milton, GA

Position in MDT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,394,762

-$967,230 QoQ

Shares Held

17,829

-34.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#936

of 2,098 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Berkeley Capital Partners, LLC holds $1,394,762 across 1 Medical Devices name. MDT ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MDT	Medtronic plc This page	17,829	$1,394,762

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,394,762	17,829	-34.6%	Shares	Sole	2026-08-06
2026-03-31	$2,361,992	27,259	-3.3%	Shares	Sole	2026-05-07
2025-12-31	$2,709,084	28,202	-11.9%	Shares	Sole	2026-02-05
2025-09-30	$3,047,108	31,994	+1.2%	Shares	Sole	2025-11-10
2025-06-30	$2,756,141	31,618	+1.2%	Shares	Sole	2025-07-30
2025-03-31	$2,808,754	31,257	+62.8%	Shares	Sole	2025-05-05
2024-12-31	$1,533,376	19,196	-34.9%	Shares	Sole	2025-02-11
2024-09-30	$2,652,914	29,467	+6.7%	Shares	Sole	2024-11-14
2024-06-30	$2,174,678	27,629	+5.5%	Shares	Sole	2024-08-14
2024-03-31	$2,281,848	26,183	+36.5%	Shares	Sole	2024-05-14
2023-12-31	$1,580,625	19,187	+4.3%	Shares	Sole	2024-02-09
2023-09-30	$1,441,040	18,390	+2.2%	Shares	Sole	2023-11-14
2023-06-30	$1,585,359	17,995	+6.9%	Shares	Sole	2023-08-03
2023-03-31	$1,356,834	16,830	+9.6%	Shares	Sole	2023-05-02
2022-12-31	$1,193,701	15,359	+27.8%	Shares	Sole	2023-02-10
2022-09-30	$970,292	12,016	+35.5%	Shares	Sole	2022-11-04
2022-06-30	$796,082	8,870	+24.1%	Shares	Sole	2022-08-04
2022-03-31	$793,181	7,149	+257.4%	Shares	Sole	2022-05-05
2021-09-30	$250,700	2,000	+5.5%	Shares	Sole	2021-11-04
2021-06-30	$235,226	1,895	-7.5%	Shares	Sole	2021-08-16
2021-03-31	$242,048	2,049	0.0%	Shares	Sole	2021-05-04
2020-12-31	$240,019	2,049	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.