Sound View Wealth Advisors Group, LLC

Position in MDT — Medtronic plc

CIK 1784777 SAVANNAH, GA

Position in MDT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,209,684

-$815,874 QoQ

Shares Held

28,246

-19.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#804

of 2,100 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Healthcare · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $10,240,417 across 5 Medical Devices names. MDT ranks #3 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	46,918	$4,257,339
2	SYK	Stryker Corp	10,087	$3,175,791
3	MDT	Medtronic plc This page	28,246	$2,209,684
4	EW	Edwards Lifesciences Corp	5,117	$462,883
5	BFLY	Butterfly Network, Inc.	16,000	$134,720

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,209,684	28,246	-19.1%	Shares	Sole	2026-08-11
2026-03-31	$3,025,558	34,917	+1.0%	Shares	Sole	2026-05-06
2025-12-31	$3,320,409	34,566	+1.5%	Shares	Sole	2026-01-08
2025-09-30	$3,244,922	34,071	+1.2%	Shares	Sole	2025-11-10
2025-06-30	$2,933,793	33,656	+1.7%	Shares	Sole	2025-08-07
2025-03-31	$2,973,557	33,091	+4.4%	Shares	Sole	2025-05-08
2024-12-31	$2,532,675	31,706	-6.1%	Shares	Sole	2025-02-07
2024-09-30	$3,039,682	33,763	+7.3%	Shares	Sole	2024-11-12
2024-06-30	$2,475,901	31,456	-0.3%	Shares	Sole	2024-08-05
2024-03-31	$2,748,711	31,540	+3.7%	Shares	Sole	2024-05-09
2023-12-31	$2,505,999	30,420	+1.4%	Shares	Sole	2024-02-08
2023-09-30	$2,349,859	29,988	+8.0%	Shares	Sole	2023-11-07
2023-06-30	$2,446,008	27,764	+44.1%	Shares	Sole	2023-08-08
2023-03-31	$1,553,224	19,266	-36.7%	Shares	Sole	2023-05-12
2022-12-31	$2,364,242	30,420	+85.9%	Shares	Sole	2024-02-13
2022-09-30	$1,321,393	16,364	+2.6%	Shares	Sole	2022-11-08
2022-06-30	$1,431,333	15,948	+2.1%	Shares	Sole	2022-08-05
2022-03-31	$1,732,817	15,618	+13.5%	Shares	Sole	2022-05-11
2021-09-30	$1,725,192	13,763	-0.2%	Shares	Sole	2021-10-21
2021-06-30	$1,711,132	13,785	+2.3%	Shares	Sole	2021-07-21
2021-03-31	$1,592,392	13,480	-2.7%	Shares	Sole	2021-04-28
2020-12-31	$1,623,208	13,857	-2.9%	Shares	Sole	2021-02-02
2020-09-30	$1,483,354	14,274	-1.5%	Shares	Sole	2020-11-09
2020-06-30	$1,328,733	14,490	+68.8%	Shares	Sole	2020-08-07
2020-03-31	$774,285	8,586	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.