Wellspring Financial Advisors, LLC

Position in MDT — Medtronic plc

CIK 1811308 CLEVELAND, OH

Position in MDT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$201,755

-$99,007 QoQ

Shares Held

2,579

-25.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,778

of 2,098 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $1,494,896 across 4 Medical Devices names. MDT ranks #4 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	7,840	$711,401
2	STE	STERIS plc	1,693	$356,495
3	EW	Edwards Lifesciences Corp	2,490	$225,245
4	MDT	Medtronic plc This page	2,579	$201,755

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,755	2,579	-25.7%	Shares	Sole	2026-07-20
2026-03-31	$300,762	3,471	+5.5%	Shares	Sole	2026-05-15
2025-12-31	$316,037	3,290	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.