WEALTH ALLIANCE, LLC

Position in MDT — Medtronic plc

CIK 1793904 MELLVILLE, NY

Position in MDT

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

Position Value

$1,365,191

+$477,029 QoQ

Shares Held

17,451

+70.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#941

of 2,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $3,289,314 across 4 Medical Devices names. MDT ranks #1 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	17,451	$1,365,191
2	ABT	Abbott Laboratories	10,180	$923,733
3	SYK	Stryker Corp	2,085	$656,441
4	GKOS	GLAUKOS Corp	2,461	$343,949

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,365,191	17,451	+70.3%	Shares	Defined	2026-08-11
2026-03-31	$888,162	10,250	+127.5%	Shares	Defined	2026-05-14
2025-12-31	$432,750	4,505	+9.1%	Shares	Defined	2026-02-13
2025-09-30	$393,245	4,129	-7.3%	Shares	Defined	2025-11-07
2025-06-30	$388,080	4,452	+5.7%	Shares	Defined	2025-08-08
2025-03-31	$378,310	4,210	+2.8%	Shares	Defined	2025-05-05
2024-12-31	$327,108	4,095	-14.4%	Shares	Defined	2025-02-03
2024-09-30	$430,613	4,783	-10.6%	Shares	Defined	2024-11-04
2024-06-30	$421,334	5,353	+6.4%	Shares	Defined	2024-08-09
2024-03-31	$438,538	5,032	-58.7%	Shares	Defined	2024-05-10
2023-12-31	$1,003,965	12,187	-11.1%	Shares	Defined	2024-01-30
2023-09-30	$1,074,707	13,715	+0.4%	Shares	Defined	2023-11-09
2023-06-30	$1,203,886	13,665	-2.4%	Shares	Defined	2023-08-02
2023-03-31	$1,128,921	14,003	+27.3%	Shares	Defined	2023-05-11
2022-12-31	$854,764	10,998	+0.2%	Shares	Defined	2023-02-13
2022-09-30	$885,907	10,971	+16.2%	Shares	Defined	2022-11-14
2022-06-30	$847,149	9,439	-8.6%	Shares	Defined	2022-10-11
2022-03-31	$1,145,669	10,326	+0.1%	Shares	Defined	2022-05-10
2021-09-30	$1,292,483	10,311	+4.3%	Shares	Defined	2021-11-12
2021-06-30	$1,227,397	9,888	+9.5%	Shares	Defined	2021-08-16
2021-03-31	$1,067,068	9,033	-14.7%	Shares	Defined	2021-05-18
2020-12-31	$1,240,864	10,593	+7.3%	Shares	Defined	2021-02-11
2020-09-30	$1,026,106	9,874	+3.4%	Shares	Defined	2020-12-01
2020-06-30	$875,826	9,551	+24.5%	Shares	Defined	2020-08-14
2020-03-31	$691,680	7,670	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.