Dougherty Wealth Advisers LLC

Position in MDT — Medtronic plc

CIK 1755933 WAYZATA, MN

Position in MDT

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$43,325

-$4,705 QoQ

Shares Held

500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$43,325	500	0.0%	Shares	Sole	2026-04-21
2025-12-31	$48,030	500	0.0%	Shares	Sole	2026-01-29
2025-09-30	$47,620	500	0.0%	Shares	Sole	2025-10-14
2025-06-30	$43,585	500	0.0%	Shares	Sole	2025-07-22
2025-03-31	$44,930	500	0.0%	Shares	Sole	2025-04-25
2024-12-31	$39,940	500	0.0%	Shares	Sole	2025-01-24
2024-09-30	$45,015	500	0.0%	Shares	Sole	2024-10-30
2024-06-30	$39,355	500	0.0%	Shares	Sole	2024-07-11
2024-03-31	$43,575	500	0.0%	Shares	Sole	2024-04-26
2023-12-31	$41,190	500	0.0%	Shares	Sole	2024-01-22
2023-09-30	$39,180	500	0.0%	Shares	Sole	2023-10-25
2023-06-30	$44,050	500	-54.5%	Shares	Sole	2023-08-03
2023-03-31	$88,682	1,100	0.0%	Shares	Sole	2023-04-14
2022-12-31	$85,492	1,100	0.0%	Shares	Sole	2023-01-19
2022-09-30	$88,825	1,100	0.0%	Shares	Sole	2022-10-13
2022-06-30	$98,725	1,100	0.0%	Shares	Sole	2022-07-19
2022-03-31	$122,045	1,100	0.0%	Shares	Sole	2022-04-29
2021-09-30	$137,885	1,100	0.0%	Shares	Sole	2021-11-02
2021-06-30	$136,543	1,100	0.0%	Shares	Sole	2021-08-05
2021-03-31	$129,943	1,100	0.0%	Shares	Sole	2021-05-06
2020-12-31	$128,854	1,100	0.0%	Shares	Sole	2021-02-04
2020-09-30	$114,312	1,100	0.0%	Shares	Sole	2020-11-02
2020-06-30	$100,870	1,100	0.0%	Shares	Sole	2020-08-11
2020-03-31	$99,198	1,100	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.