Foundations Investment Advisors, LLC

Endowment

Position in MDT — Medtronic plc

CIK 1743404 PHOENIX, AZ

Position in MDT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,860,323

+$194,883 QoQ

Shares Held

36,563

+18.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#711

of 2,075 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $6,802,575 across 5 Medical Devices names. MDT ranks #1 (42.0% of the industry book) .

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

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,860,323	36,563	+18.9%	Shares	Sole	2026-08-14
2026-03-31	$2,665,440	30,761	-26.5%	Shares	Sole	2026-05-11
2025-12-31	$4,022,224	41,872	-18.0%	Shares	Sole	2026-02-10
2025-09-30	$4,863,906	51,070	+9.7%	Shares	Sole	2025-11-03
2025-06-30	$4,059,681	46,572	+183.9%	Shares	Sole	2025-08-08
2025-03-31	$1,474,333	16,407	+7.8%	Shares	Sole	2025-05-07
2024-12-31	$1,216,173	15,225	+6.6%	Shares	Sole	2025-01-22
2024-09-30	$1,285,718	14,281	-4.2%	Shares	Sole	2024-10-21
2024-06-30	$1,173,644	14,911	+5.1%	Shares	Sole	2024-08-02
2024-03-31	$1,237,007	14,194	-1.0%	Shares	Sole	2024-05-13
2023-12-31	$1,180,752	14,333	+20.3%	Shares	Sole	2024-02-08
2023-09-30	$933,816	11,917	-7.2%	Shares	Sole	2023-10-05
2023-06-30	$1,130,763	12,835	-17.9%	Shares	Sole	2023-07-19
2023-03-31	$1,260,171	15,631	+16.1%	Shares	Sole	2023-04-25
2022-12-31	$1,046,188	13,461	+42.4%	Shares	Sole	2023-01-11
2022-09-30	$763,572	9,456	+0.9%	Shares	Sole	2022-10-19
2022-06-30	$841,047	9,371	+28.1%	Shares	Sole	2022-07-08
2022-03-31	$811,488	7,314	+61.2%	Shares	Sole	2022-04-19
2021-09-30	$568,587	4,536	-10.2%	Shares	Sole	2021-10-13
2021-06-30	$627,228	5,053	+21.1%	Shares	Sole	2021-07-14
2021-03-31	$492,720	4,171	+133.0%	Shares	Sole	2021-04-09
2020-12-31	$209,680	1,790	—	Shares	Sole	2021-01-13
No filing history on record for this holder in this stock.