XML Financial, LLC

Position in MDT — Medtronic plc

CIK 1800465 BETHESDA, MD

Position in MDT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,158,273

-$232,979 QoQ

Shares Held

14,806

-7.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#988

of 2,098 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

XML Financial, LLC holds $4,478,650 across 5 Medical Devices names. MDT ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	17,979	$1,631,414
2	MDT	Medtronic plc This page	14,806	$1,158,273
3	SYK	Stryker Corp	2,342	$737,355
4	GEHC	GE HealthCare Technologies Inc.	9,464	$605,790
5	LUCD	Lucid Diagnostics Inc.	323,195	$345,818

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,158,273	14,806	-7.8%	Shares	Sole	2026-07-24
2026-03-31	$1,391,252	16,056	-11.6%	Shares	Sole	2026-04-16
2025-12-31	$1,744,641	18,162	-6.2%	Shares	Sole	2026-02-11
2025-09-30	$1,843,941	19,361	+28.4%	Shares	Sole	2025-10-20
2025-06-30	$1,314,610	15,081	+16.6%	Shares	Sole	2025-07-17
2025-03-31	$1,162,339	12,935	-4.1%	Shares	Sole	2025-04-22
2024-12-31	$1,077,581	13,490	+7.6%	Shares	Sole	2025-01-17
2024-09-30	$1,128,616	12,536	+12.1%	Shares	Sole	2024-11-01
2024-06-30	$880,371	11,185	+4.3%	Shares	Sole	2024-07-22
2024-03-31	$934,683	10,725	-2.7%	Shares	Sole	2024-05-15
2023-12-31	$908,486	11,028	-34.1%	Shares	Sole	2024-02-14
2023-09-30	$1,311,746	16,740	-3.3%	Shares	Sole	2023-11-06
2023-06-30	$1,525,627	17,317	+12.0%	Shares	Sole	2023-08-07
2023-03-31	$1,246,949	15,467	+12.6%	Shares	Sole	2023-05-15
2022-12-31	$1,067,251	13,732	+12.0%	Shares	Sole	2023-02-10
2022-09-30	$989,914	12,259	+193.8%	Shares	Sole	2022-11-04
2022-06-30	$374,437	4,172	-63.0%	Shares	Sole	2022-08-01
2022-03-31	$1,249,407	11,261	+16.7%	Shares	Sole	2022-05-02
2021-09-30	$1,209,376	9,648	+357.7%	Shares	Sole	2021-11-01
2021-06-30	$261,666	2,108	-0.7%	Shares	Sole	2021-08-10
2021-03-31	$250,789	2,123	+0.0%	Shares	Sole	2021-05-14
2020-12-31	$248,571	2,122	+9.9%	Shares	Sole	2021-02-08
2020-09-30	$200,565	1,930	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.