Morningstar Investment Management LLC

Position in MDT — Medtronic plc

CIK 1673385 CHICAGO, IL

Position in MDT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,823,725

-$411,553 QoQ

Shares Held

48,878

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#636

of 2,098 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Morningstar Investment Management LLC holds $16,929,089 across 5 Medical Devices names. MDT ranks #2 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	12,301	$3,872,846
2	MDT	Medtronic plc This page	48,878	$3,823,725
3	EW	Edwards Lifesciences Corp	40,542	$3,667,429
4	GEHC	GE HealthCare Technologies Inc.	53,940	$3,452,699
5	ZBH	Zimmer Biomet Holdings, Inc.	24,537	$2,112,390

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,823,725	48,878	0.0%	Shares	Sole	2026-07-21
2026-03-31	$4,235,278	48,878	+10.3%	Shares	Sole	2026-05-14
2025-12-31	$4,257,571	44,322	-1.5%	Shares	Sole	2026-02-09
2025-09-30	$4,284,942	44,991	+97.7%	Shares	Sole	2025-11-17
2025-06-30	$1,984,163	22,762	+8.1%	Shares	Sole	2025-07-28
2025-03-31	$1,891,553	21,050	+13.2%	Shares	Sole	2025-05-07
2024-12-31	$1,485,448	18,596	+2.9%	Shares	Sole	2025-02-03
2024-09-30	$1,626,662	18,068	+61.1%	Shares	Sole	2024-11-12
2024-06-30	$882,732	11,215	0.0%	Shares	Sole	2024-08-08
2024-03-31	$977,387	11,215	0.0%	Shares	Sole	2024-05-13
2023-12-31	$923,891	11,215	-6.8%	Shares	Sole	2024-02-13
2023-09-30	$943,376	12,039	+2.3%	Shares	Sole	2024-04-09
2023-06-30	$1,036,408	11,764	+73.4%	Shares	Sole	2024-04-09
2023-03-31	$547,006	6,785	+5.9%	Shares	Sole	2024-04-09
2022-12-31	$497,718	6,404	—	Shares	Sole	2024-04-05
No filing history on record for this holder in this stock.