HOEY INVESTMENTS, INC

Position in MDT — Medtronic plc

CIK 1799544 COATESVILLE, PA

Position in MDT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$78,621

-$17,127 QoQ

Shares Held

1,005

-9.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,849

of 2,102 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

HOEY INVESTMENTS, INC holds $236,652 across 5 Medical Devices names. MDT ranks #2 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	357	$112,397
2	MDT	Medtronic plc This page	1,005	$78,621
3	ABT	Abbott Laboratories	452	$41,014
4	TMCI	Treace Medical Concepts, Inc.	1,000	$3,980
5	GEHC	GE HealthCare Technologies Inc.	10	$640

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,621	1,005	-9.0%	Shares	Sole	2026-07-27
2026-03-31	$95,748	1,105	0.0%	Shares	Sole	2026-04-29
2025-12-31	$106,146	1,105	0.0%	Shares	Sole	2026-01-28
2025-09-30	$105,240	1,105	-0.6%	Shares	Sole	2025-11-13
2025-06-30	$96,933	1,112	0.0%	Shares	Sole	2025-07-14
2025-03-31	$99,924	1,112	0.0%	Shares	Sole	2025-04-16
2024-12-31	$88,826	1,112	+29.2%	Shares	Sole	2025-02-12
2024-09-30	$77,515	861	0.0%	Shares	Sole	2024-10-28
2024-06-30	$67,769	861	-75.6%	Shares	Sole	2024-07-31
2024-03-31	$308,075	3,535	+92.6%	Shares	Sole	2024-05-10
2023-12-31	$151,167	1,835	+105.0%	Shares	Sole	2024-02-13
2023-09-30	$70,132	895	-22.4%	Shares	Sole	2024-04-22
2023-06-30	$101,579	1,153	-25.6%	Shares	Sole	2024-04-22
2023-03-31	$124,961	1,550	-25.3%	Shares	Sole	2024-04-22
2022-12-31	$161,346	2,076	-15.9%	Shares	Sole	2023-02-14
2022-09-30	$199,291	2,468	-48.3%	Shares	Sole	2022-11-14
2022-06-30	$428,287	4,772	-1.8%	Shares	Sole	2022-08-11
2021-09-30	$609,201	4,860	+872.0%	Shares	Sole	2021-11-12
2021-06-30	$62,065	500	0.0%	Shares	Sole	2021-11-12
2021-03-31	$59,065	500	0.0%	Shares	Sole	2021-11-12
2020-12-31	$58,570	500	0.0%	Shares	Sole	2021-01-22
2020-09-30	$51,960	500	0.0%	Shares	Sole	2020-10-13
2020-06-30	$45,850	500	—	Shares	Sole	2020-07-10
No filing history on record for this holder in this stock.