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Fortis Group Advisors, LLC

Position in MDT — Medtronic plc

CIK 1815183 WESTWOOD, NJ

Position in MDT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$19,166
-$763 QoQ
Shares Held
245
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,967
of 2,100 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Fortis Group Advisors, LLC holds $179,873 across 5 Medical Devices names. MDT ranks #2 (10.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MDT
Medtronic plc
This page
245 $19,166

All Filings in MDT

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,166 245
2026-03-31 $19,929 230
2025-12-31 $22,093 230
2025-09-30 $21,905 230
2025-06-30 $20,049 230
2025-03-31 $20,667 230
2024-12-31 $18,372 230
2024-09-30 $20,706 230
2024-06-30 $18,103 230
2024-03-31 $20,044 230
2023-12-31 $37,894 460
2023-09-30 $18,022 230
2020-09-30 $395,726 3,808