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LifeSteps Financial, Inc.

Position in MDT — Medtronic plc

CIK 1801373 CLAREMONT, CA

Position in MDT

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$15,958
-$10,797 QoQ
Shares Held
204
-33.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,986
of 2,103 holders
Holding Since
Mar 2024
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $252,701 across 7 Medical Devices names. MDT ranks #5 (6.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 MDT
Medtronic plc
This page
204 $15,958
7
23 $572

All Filings in MDT

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,958 204
2024-03-31 $26,755 307