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Equibles

Foundations Investment Advisors, LLC

Endowment

Position in MDT — Medtronic plc

CIK 1743404 PHOENIX, AZ
Back to MDT Full portfolio

Position in MDT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,860,323
+$194,883 QoQ
Shares Held
36,563
+18.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $8,412,433 across 6 Medical Devices names. MDT ranks #1 (34.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MDT
Medtronic plc
This page 		36,563 $2,860,323
2 ABT
Abbott Laboratories
 20,737 $1,881,675
3 TXG
10x Genomics, Inc.
 41,989 $1,609,858
4 SYK
Stryker Corp
 3,204 $1,008,747
5 BSX
Boston Scientific Corp
 17,419 $743,442
6 TMDX
TransMedics Group, Inc.
 4,643 $308,388

All Filings in MDT

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,860,323 36,563
2026-03-31 $2,665,440 30,761
2025-12-31 $4,022,224 41,872
2025-09-30 $4,863,906 51,070
2025-06-30 $4,059,681 46,572
2025-03-31 $1,474,333 16,407
2024-12-31 $1,216,173 15,225
2024-09-30 $1,285,718 14,281
2024-06-30 $1,173,644 14,911
2024-03-31 $1,237,007 14,194
2023-12-31 $1,180,752 14,333
2023-09-30 $933,816 11,917
2023-06-30 $1,130,763 12,835
2023-03-31 $1,260,171 15,631
2022-12-31 $1,046,188 13,461
2022-09-30 $763,572 9,456
2022-06-30 $841,047 9,371
2022-03-31 $811,488 7,314
2021-12-31 $739,770 7,151
2021-09-30 $568,587 4,536
2021-06-30 $627,228 5,053
2021-03-31 $492,720 4,171
2020-12-31 $209,680 1,790