JGP Wealth Management, LLC

Position in MDT — Medtronic plc

CIK 1748278 BEND, OR

Position in MDT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$3,657,252

-$324,488 QoQ

Shares Held

46,750

+1.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#653

of 2,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Healthcare · as of Jun 30, 2026

JGP Wealth Management, LLC holds $11,551,630 across 3 Medical Devices names. MDT ranks #2 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	60,953	$5,530,875
2	MDT	Medtronic plc This page	46,750	$3,657,252
3	SYK	Stryker Corp	7,507	$2,363,503

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,657,252	46,750	+1.7%	Shares	Sole	2026-07-07
2026-03-31	$3,981,740	45,952	-38.3%	Shares	Sole	2026-04-08
2025-12-31	$7,157,238	74,508	+0.7%	Shares	Sole	2026-01-12
2025-09-30	$7,048,712	74,010	+3.7%	Shares	Sole	2025-10-15
2025-06-30	$6,221,061	71,367	+1.2%	Shares	Sole	2025-07-28
2025-03-31	$6,336,927	70,520	-0.1%	Shares	Sole	2025-04-09
2024-12-31	$5,639,288	70,597	-14.1%	Shares	Sole	2025-01-15
2024-09-30	$7,400,556	82,201	+3.6%	Shares	Sole	2024-10-09
2024-06-30	$6,248,157	79,382	-0.6%	Shares	Sole	2024-07-12
2024-03-31	$6,961,019	79,874	+1.6%	Shares	Sole	2024-04-24
2023-12-31	$6,479,434	78,653	+4.8%	Shares	Sole	2024-01-10
2023-09-30	$5,883,738	75,086	+2.6%	Shares	Sole	2023-10-19
2023-06-30	$6,449,977	73,212	+6.8%	Shares	Sole	2023-08-10
2023-03-31	$5,526,984	68,556	+10.7%	Shares	Sole	2023-04-14
2022-12-31	$4,814,754	61,950	-26.8%	Shares	Sole	2023-02-10
2022-09-30	$6,835,326	84,648	+4.7%	Shares	Sole	2022-10-14
2022-06-30	$7,254,133	80,826	+4.9%	Shares	Sole	2022-07-19
2022-03-31	$8,545,701	77,023	+13.9%	Shares	Sole	2022-04-20
2021-09-30	$8,476,793	67,625	+1.7%	Shares	Sole	2021-10-13
2021-06-30	$8,251,417	66,474	+7.0%	Shares	Sole	2021-08-12
2021-03-31	$7,339,298	62,129	+2.2%	Shares	Sole	2021-04-28
2020-12-31	$7,123,869	60,815	+7.8%	Shares	Sole	2021-02-10
2020-09-30	$5,863,893	56,427	+6.5%	Shares	Sole	2020-10-13
2020-06-30	$4,859,733	52,996	+12.7%	Shares	Sole	2020-07-13
2020-03-31	$4,240,985	47,028	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.