Advisor OS, LLC

Position in MDT — Medtronic plc

CIK 1767580 CHICAGO, IL

Position in MDT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$807,018

-$91,539 QoQ

Shares Held

10,316

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,131

of 2,100 holders

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Advisor OS, LLC holds $2,825,018 across 5 Medical Devices names. MDT ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	11,559	$1,048,861
2	MDT	Medtronic plc This page	10,316	$807,018
3	SYK	Stryker Corp	1,664	$523,890
4	EW	Edwards Lifesciences Corp	2,656	$240,259
5	BSX	Boston Scientific Corp	4,803	$204,990

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$807,018	10,316	-0.5%	Shares	Sole	2026-08-05
2026-03-31	$898,557	10,370	-27.7%	Shares	Sole	2026-05-08
2025-12-31	$1,377,401	14,339	-3.6%	Shares	Sole	2026-02-04
2025-09-30	$1,416,502	14,873	-3.9%	Shares	Sole	2025-11-12
2025-06-30	$1,349,040	15,476	+3.8%	Shares	Sole	2025-08-14
2025-03-31	$1,339,991	14,912	+26.4%	Shares	Sole	2025-05-06
2024-12-31	$942,581	11,800	+152.0%	Shares	Sole	2025-02-05
2024-09-30	$421,517	4,682	+6.3%	Shares	Sole	2024-11-04
2024-06-30	$346,792	4,406	+5.4%	Shares	Sole	2024-08-05
2024-03-31	$364,372	4,181	+37.0%	Shares	Sole	2024-05-09
2023-12-31	$251,420	3,052	-6.2%	Shares	Sole	2024-02-08
2021-09-30	$407,762	3,253	+1.1%	Shares	Sole	2021-11-15
2021-06-30	$399,324	3,217	+2.3%	Shares	Sole	2021-08-10
2021-03-31	$371,399	3,144	-39.7%	Shares	Other	2021-05-13
2020-06-30	$478,215	5,215	—	Shares	Sole	2020-08-28
No filing history on record for this holder in this stock.