Stamos Capital Partners, L.P.

Position in MDT — Medtronic plc

CIK 1705399 Menlo Park, CA

Position in MDT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,840,182

+$1,210,300 QoQ

Shares Held

74,654

+39.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#519

of 2,103 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Stamos Capital Partners, L.P. holds $5,840,182 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	74,654	$5,840,182

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,840,182	74,654	+39.7%	Shares	Sole	2026-08-13
2026-03-31	$4,629,882	53,432	+12.0%	Shares	Sole	2026-05-14
2025-12-31	$4,583,887	47,719	+11.8%	Shares	Sole	2026-02-12
2025-09-30	$4,065,986	42,692	-29.8%	Shares	Sole	2025-11-13
2025-06-30	$5,300,371	60,805	+29.7%	Shares	Sole	2025-08-14
2025-03-31	$4,212,906	46,883	-21.0%	Shares	Sole	2025-05-14
2024-12-31	$4,741,676	59,360	+4.9%	Shares	Sole	2025-02-13
2024-09-30	$5,095,698	56,600	-6.6%	Shares	Sole	2024-11-13
2024-06-30	$4,770,613	60,610	+0.5%	Shares	Sole	2024-08-13
2024-03-31	$5,254,273	60,290	-5.6%	Shares	Sole	2024-05-14
2023-12-31	$5,261,610	63,870	+33.8%	Shares	Sole	2024-02-13
2023-09-30	$3,740,122	47,730	+21.8%	Shares	Sole	2023-11-13
2023-06-30	$3,453,520	39,200	+109.1%	Shares	Sole	2023-08-11
2023-03-31	$1,511,625	18,750	+650.0%	Shares	Sole	2023-05-12
2020-09-30	$259,800	2,500	0.0%	Shares	Sole	2020-11-16
2020-06-30	$229,250	2,500	-77.8%	Shares	Sole	2020-08-14
2020-03-31	$1,016,148	11,268	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.