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COLTON GROOME FINANCIAL ADVISORS, LLC

Position in MDT — Medtronic plc

CIK 1780330 ASHEVILLE, NC

Position in MDT

as of Mar 31, 2026 · filed Apr 30, 2026
Position Value
$1,560,133
-$69,044 QoQ
Shares Held
18,005
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2021
16 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

COLTON GROOME FINANCIAL ADVISORS, LLC holds $306,339 across 1 Medical Devices name.

# Ticker Company Shares Value (USD) Open

All Filings in MDT

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,560,133 18,005
2025-12-31 $1,629,177 16,960
2025-09-30 $1,546,316 16,236
2025-06-30 $1,363,861 15,646
2025-03-31 $1,221,826 13,597
2024-12-31 $1,150,831 14,407
2024-09-30 $1,470,369 16,332
2024-06-30 $1,319,100 16,759
2024-03-31 $1,401,720 16,084
2023-12-31 $1,334,720 16,202
2023-09-30 $991,724 12,656
2023-06-30 $869,547 9,870
2023-03-31 $547,974 6,797
2022-12-31 $371,501 4,780
2021-09-30 $669,369 5,340
2021-06-30 $662,854 5,340