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Steward Partners Investment Advisory, LLC

Position in MDT — Medtronic plc

CIK 1723397 STAMFORD, CT

Position in MDT

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$21,170,241
-$3,148,212 QoQ
Shares Held
244,319
-3.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $186,836,593 across 48 Medical Devices names. MDT ranks #3 (11.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MDT
Medtronic plc
This page
244,319 $21,170,241

All Filings in MDT

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24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $21,170,241 244,319
2025-12-31 $24,318,453 253,159
2025-09-30 $22,892,172 240,363
2025-06-30 $23,356,765 267,945
2025-03-31 $22,615,964 251,680
2024-12-31 $18,257,372 228,560
2024-09-30 $18,664,659 207,316
2024-06-30 $15,455,259 196,357
2024-03-31 $18,721,824 214,823
2023-12-31 $11,930,765 144,826
2023-09-30 $11,451,687 146,142
2023-06-30 $12,601,383 143,035
2023-03-31 $13,527,632 167,795
2022-12-31 $10,140,750 130,478
2022-09-30 $9,347,054 115,753
2022-06-30 $9,895,027 110,251
2022-03-31 $11,852,899 106,831
2021-09-30 $10,814,445 86,274
2021-06-30 $13,202,590 106,361
2021-03-31 $14,983,963 126,843
2020-12-31 $13,115,111 111,961
2020-09-30 $10,416,525 100,236
2020-06-30 $10,449,948 113,958
2020-03-31 $8,075,438 89,548