SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in MDT — Medtronic plc
CIK 1794153
MINNEAPOLIS, MN
Position in MDT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$746,235
-$70,701 QoQ
Shares Held
9,539
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,179
of 2,103 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $1,185,023 across 2 Medical Devices names. MDT ranks #1 (63.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
9,539 | $746,235 | |
| 2 | GEHC |
GE HealthCare Technologies Inc.
|
6,855 | $438,788 |
All Filings in MDT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,235 | 9,539 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $816,936 | 9,428 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $858,776 | 8,940 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $835,064 | 8,768 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $451,714 | 5,182 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $464,037 | 5,164 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $391,571 | 4,902 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $961,250 | 10,677 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $784,345 | 9,965 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $862,436 | 9,896 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $793,896 | 9,637 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $748,729 | 9,555 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $838,095 | 9,513 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $728,562 | 9,037 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $696,837 | 8,966 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $737,893 | 9,138 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $837,636 | 9,333 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,083,981 | 9,770 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $1,299,754 | 10,369 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,289,710 | 10,390 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,200,909 | 10,166 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,066,911 | 9,108 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $654,592 | 6,299 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $537,086 | 5,857 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $513,214 | 5,691 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||