OneDigital Investment Advisors LLC

Position in MDT — Medtronic plc

CIK 1690370 OVERLAND PARK, KS

Position in MDT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$11,319,646

+$1,717,180 QoQ

Shares Held

144,697

+30.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#373

of 2,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $39,211,400 across 13 Medical Devices names. MDT ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DXCM	Dexcom Inc	171,242	$11,533,148
2	MDT	Medtronic plc This page	144,697	$11,319,646
3	PODD	Insulet Corp	44,275	$6,740,868
4	ABT	Abbott Laboratories	25,440	$2,308,425
5	BSX	Boston Scientific Corp	51,342	$2,191,276
6	SYK	Stryker Corp	4,811	$1,514,695
7	EW	Edwards Lifesciences Corp	14,060	$1,271,867
8	GEHC	GE HealthCare Technologies Inc.	14,259	$912,718

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,319,646	144,697	+30.6%	Shares	Sole	2026-08-07
2026-03-31	$9,602,466	110,819	+41.4%	Shares	Sole	2026-05-08
2025-12-31	$7,529,855	78,387	-3.4%	Shares	Sole	2026-02-13
2025-09-30	$7,728,726	81,150	-1.3%	Shares	Sole	2025-11-10
2025-06-30	$7,164,415	82,189	-0.3%	Shares	Sole	2025-08-07
2025-03-31	$7,405,632	82,413	+495.4%	Shares	Sole	2025-04-29
2024-12-31	$1,105,698	13,842	-15.9%	Shares	Sole	2025-02-13
2024-09-30	$1,480,993	16,450	+10.9%	Shares	Sole	2024-11-06
2024-06-30	$1,167,348	14,831	+9.3%	Shares	Sole	2024-08-02
2024-03-31	$1,182,015	13,563	+21.7%	Shares	Sole	2024-05-10
2023-12-31	$918,289	11,147	+14.4%	Shares	Sole	2024-02-13
2023-09-30	$763,226	9,740	+6.1%	Shares	Sole	2023-11-14
2023-06-30	$809,110	9,184	-45.0%	Shares	Sole	2023-08-07
2023-03-31	$1,346,273	16,699	+98.5%	Shares	Sole	2023-05-10
2022-12-31	$653,858	8,413	-6.3%	Shares	Sole	2023-02-02
2022-09-30	$725,054	8,979	+6.3%	Shares	Sole	2022-11-08
2022-06-30	$758,387	8,450	+0.5%	Shares	Sole	2022-08-08
2022-03-31	$932,423	8,404	-14.6%	Shares	Sole	2022-05-05
2021-09-30	$1,234,070	9,845	+12.3%	Shares	Sole	2021-11-05
2021-06-30	$1,088,247	8,767	+5.7%	Shares	Sole	2021-08-09
2021-03-31	$979,770	8,294	+2.6%	Shares	Sole	2021-05-10
2020-12-31	$947,194	8,086	+16.0%	Shares	Sole	2021-02-08
2020-09-30	$724,114	6,968	-34.6%	Shares	Sole	2020-10-09
2020-06-30	$977,155	10,656	+4.5%	Shares	Sole	2020-08-14
2020-03-31	$919,385	10,195	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.