OneAscent Financial Services LLC

Position in MDT — Medtronic plc

CIK 1780985 BIRMINGHAM, AL

Position in MDT

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

Position Value

$207,526

-$41,145 QoQ

Shares Held

2,395

-8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

OneAscent Financial Services LLC holds $1,047,275 across 3 Medical Devices names.

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	5,996	$544,077
2	SYK	Stryker Corp	899	$283,041
3	PHG	Koninklijke Philips NV	8,097	$220,157

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$207,526	2,395	-8.3%	Shares	Sole	2026-04-21
2025-09-30	$248,671	2,611	-30.4%	Shares	Sole	2025-10-22
2025-06-30	$326,887	3,750	-0.6%	Shares	Sole	2025-08-12
2025-03-31	$338,951	3,772	+4.9%	Shares	Sole	2025-05-05
2024-12-31	$287,328	3,597	+17.2%	Shares	Sole	2025-02-12
2024-09-30	$276,392	3,070	+15.4%	Shares	Sole	2024-11-07
2024-06-30	$209,368	2,660	+12.3%	Shares	Sole	2024-07-17
2024-03-31	$206,371	2,368	-2.8%	Shares	Sole	2024-04-16
2023-12-31	$200,595	2,435	+25.4%	Shares	Sole	2024-01-11
2021-03-31	$229,408	1,942	+8.4%	Shares	Sole	2021-04-27
2020-12-31	$209,797	1,791	-57.3%	Shares	Sole	2021-02-08
2020-09-30	$435,840	4,194	+1.1%	Shares	Sole	2020-11-02
2020-06-30	$380,555	4,150	+9.6%	Shares	Sole	2020-07-21
2020-03-31	$341,331	3,785	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.