Keudell/Morrison Wealth Management

Position in MDT — Medtronic plc

CIK 1785498 Salem, OR

Position in MDT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$603,387

+$354,442 QoQ

Shares Held

7,713

+168.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,273

of 2,098 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $2,933,034 across 3 Medical Devices names. MDT ranks #2 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	6,108	$1,923,042
2	MDT	Medtronic plc This page	7,713	$603,387
3	ABT	Abbott Laboratories	4,481	$406,605

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$603,387	7,713	+168.5%	Shares	Sole	2026-07-15
2026-03-31	$248,945	2,873	+26.2%	Shares	Sole	2026-04-20
2025-12-31	$218,632	2,276	-35.8%	Shares	Sole	2026-02-06
2023-12-31	$291,872	3,543	-3.1%	Shares	Sole	2024-02-14
2023-09-30	$286,405	3,655	+1.4%	Shares	Sole	2023-10-18
2023-06-30	$317,688	3,606	+7.9%	Shares	Sole	2023-07-20
2023-03-31	$269,512	3,343	-4.1%	Shares	Sole	2023-04-18
2022-12-31	$271,009	3,487	+29.7%	Shares	Sole	2023-01-20
2022-03-31	$298,344	2,689	+17.7%	Shares	Sole	2022-04-18
2021-09-30	$286,424	2,285	+2.1%	Shares	Sole	2021-12-08
2021-06-30	$277,802	2,238	+4.0%	Shares	Sole	2021-07-13
2021-03-31	$254,097	2,151	-5.6%	Shares	Sole	2021-04-13
2020-12-31	$266,844	2,278	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.