Steward Partners Investment Advisory, LLC

Position in MDT — Medtronic plc

CIK 1723397 STAMFORD, CT

Position in MDT

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

Position Value

$13,490,685

-$7,679,556 QoQ

Shares Held

172,449

-29.4% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#341

of 2,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $105,479,902 across 48 Medical Devices names. MDT ranks #4 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	106,494	$33,528,570
2	ABT	Abbott Laboratories	209,120	$18,975,548
3	EW	Edwards Lifesciences Corp	206,571	$18,686,412
4	MDT	Medtronic plc This page	172,449	$13,490,685
5	DXCM	Dexcom Inc	128,288	$8,640,196
6	STE	STERIS plc	26,635	$5,608,531
7	BSX	Boston Scientific Corp	53,961	$2,303,055
8	INGN	Inogen Inc	201,531	$1,299,874

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,490,685	172,449	-29.4%	Shares	Sole	2026-08-13
2026-03-31	$21,170,241	244,319	-3.5%	Shares	Sole	2026-05-08
2025-12-31	$24,318,453	253,159	+5.3%	Shares	Sole	2026-02-12
2025-09-30	$22,892,172	240,363	-10.3%	Shares	Sole	2025-11-12
2025-06-30	$23,356,765	267,945	+6.5%	Shares	Sole	2025-08-12
2025-03-31	$22,615,964	251,680	+10.1%	Shares	Sole	2025-05-13
2024-12-31	$18,257,372	228,560	+10.2%	Shares	Sole	2025-02-06
2024-09-30	$18,664,659	207,316	+5.6%	Shares	Sole	2024-11-14
2024-06-30	$15,455,259	196,357	-8.6%	Shares	Sole	2024-08-08
2024-03-31	$18,721,824	214,823	+48.3%	Shares	Sole	2024-05-15
2023-12-31	$11,930,765	144,826	-0.9%	Shares	Sole	2024-02-12
2023-09-30	$11,451,687	146,142	+2.2%	Shares	Sole	2023-11-13
2023-06-30	$12,601,383	143,035	-14.8%	Shares	Sole	2023-08-14
2023-03-31	$13,527,632	167,795	+28.6%	Shares	Sole	2023-05-15
2022-12-31	$10,140,750	130,478	+12.7%	Shares	Sole	2023-02-15
2022-09-30	$9,347,054	115,753	+5.0%	Shares	Sole	2022-11-10
2022-06-30	$9,895,027	110,251	+3.2%	Shares	Sole	2022-08-04
2022-03-31	$11,852,899	106,831	+23.8%	Shares	Sole	2022-05-02
2021-09-30	$10,814,445	86,274	-18.9%	Shares	Sole	2021-11-12
2021-06-30	$13,202,590	106,361	-16.1%	Shares	Sole	2021-08-13
2021-03-31	$14,983,963	126,843	+13.3%	Shares	Sole	2021-05-14
2020-12-31	$13,115,111	111,961	+11.7%	Shares	Sole	2021-02-11
2020-09-30	$10,416,525	100,236	-12.0%	Shares	Sole	2020-10-30
2020-06-30	$10,449,948	113,958	+27.3%	Shares	Sole	2020-08-06
2020-03-31	$8,075,438	89,548	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.