Oak Asset Management, LLC

Position in MDT — Medtronic plc

CIK 1726375 WESTLAKE VILLAGE, CA

Position in MDT

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

Position Value

$3,149,930

-$346,397 QoQ

Shares Held

40,265

-0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#690

of 2,103 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Oak Asset Management, LLC holds $9,961,938 across 4 Medical Devices names. MDT ranks #2 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	18,098	$5,697,974
2	MDT	Medtronic plc This page	40,265	$3,149,930
3	ABT	Abbott Laboratories	9,118	$827,367
4	EW	Edwards Lifesciences Corp	3,169	$286,667

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,149,930	40,265	-0.2%	Shares	Sole	2026-07-13
2026-03-31	$3,496,327	40,350	+2.1%	Shares	Sole	2026-04-15
2025-12-31	$3,796,771	39,525	+0.1%	Shares	Sole	2026-01-14
2025-09-30	$3,760,551	39,485	-2.0%	Shares	Sole	2025-10-20
2025-06-30	$3,512,951	40,300	+0.5%	Shares	Sole	2025-07-11
2025-03-31	$3,601,588	40,080	+1.1%	Shares	Sole	2025-04-11
2024-12-31	$3,166,203	39,637	+3.0%	Shares	Sole	2025-01-14
2024-09-30	$3,464,804	38,485	-0.8%	Shares	Sole	2024-10-07
2024-06-30	$3,053,948	38,800	-2.9%	Shares	Sole	2024-07-12
2024-03-31	$3,483,385	39,970	+0.1%	Shares	Sole	2024-04-18
2023-12-31	$3,290,339	39,941	-0.4%	Shares	Sole	2024-01-23
2023-09-30	$3,143,411	40,115	+5.2%	Shares	Sole	2023-10-26
2023-06-30	$3,357,931	38,115	-0.0%	Shares	Sole	2023-08-08
2023-03-31	$3,074,040	38,130	+1.8%	Shares	Sole	2023-04-14
2022-12-31	$2,910,458	37,448	+0.3%	Shares	Sole	2023-02-08
2022-09-30	$3,013,428	37,318	+10.0%	Shares	Sole	2022-10-19
2022-03-31	$3,763,091	33,917	+3.8%	Shares	Sole	2022-04-22
2021-09-30	$4,094,557	32,665	+0.3%	Shares	Sole	2021-10-21
2021-06-30	$4,041,052	32,555	+4.9%	Shares	Sole	2021-07-14
2021-03-31	$3,664,865	31,024	-0.4%	Shares	Sole	2021-04-27
2020-12-31	$3,650,550	31,164	-0.2%	Shares	Sole	2021-01-20
2020-09-30	$3,245,317	31,229	-0.4%	Shares	Sole	2020-10-27
2020-06-30	$2,874,061	31,342	+1.2%	Shares	Sole	2020-07-09
2020-03-31	$2,794,046	30,983	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.