WealthShield Partners, LLC

Position in MDT — Medtronic plc

CIK 1729303 CARY, NC

Position in MDT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,252,149

-$138,843 QoQ

Shares Held

16,006

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#963

of 2,114 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WealthShield Partners, LLC holds $4,019,519 across 3 Medical Devices names. MDT ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EW	Edwards Lifesciences Corp	28,111	$2,542,921
2	MDT	Medtronic plc This page	16,006	$1,252,149
3	ECOR	electroCore, Inc.	25,978	$224,449

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,252,149	16,006	-0.3%	Shares	Sole	2026-08-12
2026-03-31	$1,390,992	16,053	+58.5%	Shares	Sole	2026-05-01
2023-09-30	$793,786	10,130	-42.1%	Shares	Sole	2023-10-25
2023-06-30	$1,542,190	17,505	+4.7%	Shares	Sole	2023-08-03
2023-03-31	$1,348,530	16,727	+37.3%	Shares	Sole	2023-05-08
2022-09-30	$983,535	12,180	+13.5%	Shares	Sole	2022-11-04
2022-06-30	$962,838	10,728	+18.4%	Shares	Sole	2022-08-11
2022-03-31	$1,004,985	9,058	+64.3%	Shares	Sole	2022-05-09
2021-09-30	$691,054	5,513	-8.1%	Shares	Sole	2021-11-12
2021-06-30	$744,531	5,998	+10.2%	Shares	Sole	2021-08-06
2021-03-31	$643,217	5,445	-6.8%	Shares	Sole	2021-05-17
2020-12-31	$684,449	5,843	+13.1%	Shares	Sole	2021-02-16
2020-09-30	$536,850	5,166	+91.5%	Shares	Other	2020-10-30
2020-06-30	$247,406	2,698	-31.1%	Shares	Other	2020-08-13
2020-03-31	$353,144	3,916	—	Shares	Other	2020-05-12
No filing history on record for this holder in this stock.