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Wealthcare Advisory Partners LLC

Position in MDT — Medtronic plc

CIK 1683059 WEST CHESTER, PA

Position in MDT

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$735,049
-$215,328 QoQ
Shares Held
9,396
-14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,185
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

Wealthcare Advisory Partners LLC holds $6,309,286 across 4 Medical Devices names. MDT ranks #3 (11.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MDT
Medtronic plc
This page
9,396 $735,049

All Filings in MDT

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $735,049 9,396
2026-03-31 $950,377 10,968
2025-12-31 $1,003,923 10,451
2025-09-30 $939,161 9,861
2025-06-30 $792,723 9,094
2025-03-31 $696,504 7,751
2024-12-31 $629,134 7,876
2024-09-30 $708,085 7,865
2024-06-30 $662,265 8,414
2024-03-31 $730,142 8,378
2023-12-31 $568,586 6,902
2023-09-30 $510,045 6,509
2023-06-30 $684,272 7,767
2023-03-31 $662,535 8,218
2022-12-31 $551,578 7,097
2022-09-30 $501,780 6,214
2022-06-30 $350,025 3,900
2022-03-31 $468,874 4,226
2021-09-30 $555,676 4,433
2021-06-30 $418,442 3,371
2021-03-31 $371,636 3,146
2020-12-31 $401,790 3,430
2020-09-30 $285,156 2,744
2020-06-30 $283,994 3,097
2020-03-31 $165,570 1,836