West Branch Capital LLC

Position in MDT — Medtronic plc

CIK 1738723 AMHERST, MA

Position in MDT

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$8,214

-$797 QoQ

Shares Held

105

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,023

of 2,103 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

West Branch Capital LLC holds $256,393 across 6 Medical Devices names. MDT ranks #2 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	2,576	$233,746
2	MDT	Medtronic plc This page	105	$8,214
3	GEHC	GE HealthCare Technologies Inc.	97	$6,208
4	PODD	Insulet Corp	30	$4,567
5	PHG	Koninklijke Philips NV	123	$3,344
6	SYK	Stryker Corp	1	$314

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,214	105	+1.0%	Shares	Sole	2026-07-10
2026-03-31	$9,011	104	+1.0%	Shares	Sole	2026-04-14
2025-12-31	$9,894	103	0.0%	Shares	Sole	2026-01-16
2025-09-30	$9,809	103	+1.0%	Shares	Sole	2025-10-21
2025-06-30	$8,891	102	+1.0%	Shares	Sole	2025-07-16
2025-03-31	$9,075	101	+1.0%	Shares	Sole	2025-04-16
2024-12-31	$7,988	100	—	Shares	Sole	2025-01-17
2024-09-30	$42	0	-100.0%	Shares	Sole	2024-10-18
2023-12-31	$2,141	26	-77.4%	Shares	Sole	2024-01-19
2023-09-30	$9,011	115	0.0%	Shares	Sole	2023-10-20
2023-06-30	$10,131	115	-17.9%	Shares	Sole	2023-08-07
2023-03-31	$11,286	140	-14.1%	Shares	Sole	2023-04-20
2022-12-31	$12,668	163	-56.8%	Shares	Sole	2023-01-27
2022-09-30	$30,442	377	0.0%	Shares	Sole	2022-10-19
2022-06-30	$33,835	377	+84.8%	Shares	Sole	2022-07-28
2022-03-31	$22,633	204	-66.2%	Shares	Sole	2022-05-03
2021-09-30	$75,586	603	-4.1%	Shares	Sole	2021-11-09
2021-06-30	$78,077	629	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.