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Soltis Investment Advisors LLC

Position in MDT — Medtronic plc

CIK 1802530 ST. GEORGE, UT

Position in MDT

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$10,376,896
-$413,801 QoQ
Shares Held
132,646
+6.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#394
of 2,098 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority Sole 89% Shared 0% None 11%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $13,370,427 across 6 Medical Devices names. MDT ranks #1 (77.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MDT
Medtronic plc
This page
132,646 $10,376,896

All Filings in MDT

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,376,896 132,646
2026-03-31 $10,790,697 124,532
2025-12-31 $9,800,713 102,027
2025-09-30 $9,275,423 97,390
2025-06-30 $8,126,161 93,222
2025-03-31 $7,955,755 88,535
2024-12-31 $6,885,576 86,199
2024-09-30 $7,932,543 88,110
2024-06-30 $5,333,232 67,758
2024-03-31 $5,844,366 67,061
2023-12-31 $5,930,041 71,984
2023-09-30 $5,648,032 72,078
2023-06-30 $6,041,986 68,581
2023-03-31 $5,276,820 65,453
2022-12-31 $3,951,051 50,837
2022-09-30 $582,449 7,213
2022-06-30 $655,893 7,308
2022-03-31 $808,159 7,284
2021-09-30 $600,677 4,792
2021-06-30 $591,231 4,763
2021-03-31 $622,072 5,266
2020-12-31 $762,581 6,510