GoalVest Advisory LLC

Position in MDT — Medtronic plc

CIK 1839307 NEW YORK, NY

Position in MDT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,659

-$287 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,056

of 2,098 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

GoalVest Advisory LLC holds $270,057 across 5 Medical Devices names. MDT ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EW	Edwards Lifesciences Corp	1,245	$112,622
2	SYK	Stryker Corp	311	$97,915
3	ABT	Abbott Laboratories	621	$56,349
4	MDT	Medtronic plc This page	34	$2,659
5	GEHC	GE HealthCare Technologies Inc.	8	$512

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,659	34	0.0%	Shares	Sole	2026-07-09
2026-03-31	$2,946	34	-88.8%	Shares	Sole	2026-04-13
2025-12-31	$29,202	304	+10033.3%	Shares	Sole	2026-01-05
2025-03-31	$269	3	-90.0%	Shares	Sole	2025-04-07
2024-12-31	$2,396	30	—	Shares	Sole	2025-01-17
2024-09-30	$0	0	-100.0%	Shares	Sole	2024-11-06
2023-12-31	$1,220,871	14,820	-4.0%	Shares	Sole	2024-01-02
2023-09-30	$1,209,329	15,433	-1.1%	Shares	Sole	2023-10-10
2023-06-30	$1,374,095	15,597	-1.3%	Shares	Sole	2023-07-17
2023-03-31	$1,273,392	15,795	+67.7%	Shares	Sole	2023-04-03
2022-12-31	$732,044	9,419	-6.1%	Shares	Sole	2023-01-06
2022-09-30	$809,599	10,026	-41.2%	Shares	Sole	2022-10-11
2022-06-30	$1,531,224	17,061	-3.6%	Shares	Sole	2022-07-06
2022-03-31	$1,964,036	17,702	+242.2%	Shares	Sole	2022-05-03
2021-06-30	$642,124	5,173	—	Shares	Sole	2021-09-01
No filing history on record for this holder in this stock.