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IAG Wealth Partners, LLC

Position in MDT — Medtronic plc

CIK 1827261 Waukesha, WI

Position in MDT

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$30,431
+$12,997 QoQ
Shares Held
389
+94.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,932
of 2,098 holders
Holding Since
Mar 2020
21 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

IAG Wealth Partners, LLC holds $71,825 across 7 Medical Devices names. MDT ranks #2 (42.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MDT
Medtronic plc
This page
389 $30,431

All Filings in MDT

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $30,431 389
2025-06-30 $17,434 200
2024-12-31 $10,304 129
2024-09-30 $11,523 128
2024-06-30 $9,996 127
2024-03-31 $10,980 126
2023-12-31 $10,297 125
2023-09-30 $9,716 124
2023-06-30 $10,836 123
2023-03-31 $24,911 309
2022-12-31 $24,948 321
2022-09-30 $28,343 351
2022-06-30 $19,924 222
2022-03-31 $24,630 222
2021-09-30 $23,941 191
2021-06-30 $23,708 191
2021-03-31 $22,562 191
2020-12-31 $22,373 191
2020-09-30 $19,848 191
2020-06-30 $17,514 191
2020-03-31 $17,224 191