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Global Retirement Partners, LLC

Pension

Position in MDT — Medtronic plc

CIK 1749744 San Rafael, CA

Position in MDT

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$4,617,995
-$369,344 QoQ
Shares Held
59,031
+13.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#589
of 2,075 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Global Retirement Partners, LLC holds $19,287,905 across 61 Medical Devices names. MDT ranks #1 (23.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MDT
Medtronic plc
This page
59,031 $4,617,995

All Filings in MDT

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,617,995 59,031
2025-12-31 $4,987,339 51,919
2025-09-30 $3,198,540 33,584
2025-06-30 $2,500,384 28,684
2024-12-31 $2,303,419 28,836
2024-09-30 $2,540,556 28,219
2024-06-30 $2,247,091 28,549
2024-03-31 $2,118,442 24,308
2023-12-31 $1,882,877 22,856
2023-09-30 $1,890,043 24,120
2023-06-30 $2,052,201 23,294
2023-03-31 $1,678,911 20,825
2022-12-31 $1,168,209 15,031
2022-09-30 $1,177,415 14,581
2022-06-30 $1,199,149 13,361
2022-03-31 $1,527,226 13,765
2021-09-30 $825,931 6,589
2021-06-30 $773,950 6,235
2021-03-31 $900,268 7,621
2020-12-31 $925,288 7,899
2020-09-30 $756,018 7,275
2020-06-30 $595,774 6,497
2020-03-31 $579,677 6,428