Dynamic Wealth Strategies, LLC

Position in MDT — Medtronic plc

CIK 1812853 GRANITE BAY, CA

Position in MDT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$26,989

-$2,212 QoQ

Shares Held

345

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,939

of 2,098 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Dynamic Wealth Strategies, LLC holds $265,514 across 5 Medical Devices names. MDT ranks #3 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	1,277	$115,874
2	BSX	Boston Scientific Corp	2,339	$99,828
3	MDT	Medtronic plc This page	345	$26,989
4	STE	STERIS plc	95	$20,004
5	PACB	Pacific Biosciences Of California, Inc.	1,678	$2,819

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,989	345	+2.4%	Shares	Sole	2026-07-23
2026-03-31	$29,201	337	-58.8%	Shares	Sole	2026-05-13
2025-12-31	$78,577	818	-56.7%	Shares	Sole	2026-02-04
2025-09-30	$179,813	1,888	-2.6%	Shares	Sole	2025-10-29
2025-06-30	$168,935	1,938	-2.0%	Shares	Sole	2025-08-13
2025-03-31	$177,743	1,978	-8.1%	Shares	Sole	2025-05-13
2024-09-30	$193,834	2,153	-7.6%	Shares	Sole	2024-11-13
2024-06-30	$183,394	2,330	-0.1%	Shares	Sole	2024-08-15
2024-03-31	$203,233	2,332	+2.8%	Shares	Sole	2024-05-15
2023-12-31	$186,920	2,269	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.