Patriot Financial Group Insurance Agency, LLC

Insurance

Position in MDT — Medtronic plc

CIK 1694883 Westborough, MA

Position in MDT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$3,122,706

-$2,955,271 QoQ

Shares Held

39,917

-43.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#692

of 2,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $4,581,831 across 5 Medical Devices names. MDT ranks #1 (68.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	39,917	$3,122,706
2	BIO	Bio-Rad Laboratories, Inc.	1,333	$391,382
3	SYK	Stryker Corp	1,228	$386,623
4	BSX	Boston Scientific Corp	8,862	$378,230
5	ABT	Abbott Laboratories	3,338	$302,890

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,122,706	39,917	-43.1%	Shares	Sole	2026-07-16
2026-03-31	$6,077,977	70,144	+118.9%	Shares	Sole	2026-04-22
2025-12-31	$3,078,723	32,050	+13.3%	Shares	Sole	2026-01-26
2025-09-30	$2,693,863	28,285	-12.6%	Shares	Sole	2025-10-08
2025-06-30	$2,821,867	32,372	+17.8%	Shares	Sole	2025-07-21
2025-03-31	$2,469,891	27,486	+13.3%	Shares	Sole	2025-04-14
2024-12-31	$1,937,569	24,256	+5.1%	Shares	Sole	2025-01-22
2024-09-30	$2,077,442	23,075	+8.8%	Shares	Sole	2024-10-24
2024-06-30	$1,668,573	21,199	+14.1%	Shares	Sole	2024-07-26
2024-03-31	$1,618,811	18,575	+41.6%	Shares	Sole	2024-04-30
2023-12-31	$1,080,496	13,116	-3.7%	Shares	Sole	2024-01-19
2023-09-30	$1,066,793	13,614	+15.7%	Shares	Sole	2023-10-19
2023-06-30	$1,036,408	11,764	+1.9%	Shares	Sole	2023-07-17
2023-03-31	$930,596	11,543	+7.1%	Shares	Sole	2023-04-20
2022-12-31	$837,277	10,773	+14.5%	Shares	Sole	2023-01-17
2022-09-30	$759,776	9,409	+9.2%	Shares	Sole	2022-11-01
2022-06-30	$773,196	8,615	+17.5%	Shares	Sole	2022-07-29
2022-03-31	$813,818	7,335	+34.5%	Shares	Sole	2022-05-11
2021-09-30	$683,533	5,453	+1.7%	Shares	Sole	2021-11-24
2021-06-30	$665,709	5,363	-8.9%	Shares	Sole	2021-07-30
2021-03-31	$695,076	5,884	-2.1%	Shares	Sole	2021-04-29
2020-12-31	$703,894	6,009	+15.3%	Shares	Sole	2021-01-15
2020-09-30	$541,631	5,212	-2.5%	Shares	Sole	2020-10-21
2020-06-30	$489,953	5,343	+1.5%	Shares	Sole	2020-07-10
2020-03-31	$474,707	5,264	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.