Position in MDT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,388,546
-$1,154,627 QoQ
Shares Held
56,098
-12.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#602
of 2,098 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Perennial Advisors, LLC holds $4,388,546 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
|
56,098 | $4,388,546 |
All Filings in MDT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,388,546 | 56,098 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,543,173 | 63,972 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,939,581 | 61,832 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $5,616,398 | 58,971 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,107,813 | 58,596 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,339,301 | 59,418 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,816,444 | 60,296 | Shares | Sole | 2025-02-21 | |
| 2024-06-30 | $4,744,874 | 60,283 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,101,150 | 58,533 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $4,729,106 | 57,406 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,604,198 | 58,757 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $5,185,654 | 58,861 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,670,316 | 57,930 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,333,434 | 55,757 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,598,066 | 56,942 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,070,964 | 56,501 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $6,102,360 | 55,001 | Shares | Sole | 2022-04-27 | |
| 2021-09-30 | $6,505,790 | 51,901 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $6,276,261 | 50,562 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,665,514 | 47,960 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,568,718 | 47,539 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,865,014 | 46,815 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,219,300 | 46,012 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,029,332 | 44,681 | Shares | Sole | 2020-05-19 | |
| No filing history on record for this holder in this stock. | ||||||