Avion Wealth

Position in MDT — Medtronic plc

CIK 1792704 THE WOODLANDS, TX

Position in MDT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$14,316

-$2,320 QoQ

Shares Held

183

-4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,969

of 2,075 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Avion Wealth holds $230,010 across 28 Medical Devices names. MDT ranks #7 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	755	$68,508
2	ZBH	Zimmer Biomet Holdings, Inc.	330	$28,409
3	SYK	Stryker Corp	79	$24,872
4	EW	Edwards Lifesciences Corp	216	$19,539
5	BSX	Boston Scientific Corp	405	$17,285
6	OWLT	Owlet, Inc.	2,500	$14,350
7	MDT	Medtronic plc This page	183	$14,316
8	PODD	Insulet Corp	69	$10,505

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,316	183	-4.7%	Shares	Sole	2026-07-31
2026-03-31	$16,636	192	-12.3%	Shares	Sole	2026-05-01
2025-12-31	$21,037	219	-5.6%	Shares	Sole	2026-01-23
2025-09-30	$22,095	232	+24.7%	Shares	Sole	2025-10-24
2025-06-30	$16,213	186	+57.6%	Shares	Sole	2025-07-31
2025-03-31	$9	118	0.0%	Shares	Sole	2025-05-09
2024-12-31	$9,425	118	-5.6%	Shares	Sole	2025-01-29
2024-09-30	$11,253	125	+0.8%	Shares	Sole	2024-10-18
2024-06-30	$9,760	124	+65.3%	Shares	Sole	2024-07-26
2024-03-31	$6,536	75	-56.4%	Shares	Sole	2024-05-03
2023-12-31	$14,169	172	+56.4%	Shares	Sole	2024-01-26
2023-09-30	$8,619	110	+129.2%	Shares	Sole	2023-10-20
2023-06-30	$4,228	48	+54.8%	Shares	Sole	2023-07-14
2023-03-31	$2	31	—	Shares	Sole	2023-05-05
No filing history on record for this holder in this stock.