Journey Advisory Group, LLC

Position in MDT — Medtronic plc

CIK 1840085 COVINGTON, KY

Position in MDT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,859,725

+$4,636,602 QoQ

Shares Held

62,121

+2312.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#580

of 2,103 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Journey Advisory Group, LLC holds $12,114,444 across 5 Medical Devices names. MDT ranks #1 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	62,121	$4,859,725
2	BSX	Boston Scientific Corp	99,696	$4,255,025
3	SYK	Stryker Corp	4,507	$1,418,983
4	ABT	Abbott Laboratories	14,912	$1,353,114
5	EW	Edwards Lifesciences Corp	2,516	$227,597

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,859,725	62,121	+2312.5%	Shares	Sole	2026-08-04
2026-03-31	$223,123	2,575	-8.8%	Shares	Sole	2026-05-05
2025-12-31	$271,369	2,825	-12.5%	Shares	Sole	2026-01-27
2025-09-30	$307,529	3,229	-39.5%	Shares	Sole	2025-11-10
2025-06-30	$465,313	5,338	-15.1%	Shares	Sole	2025-07-30
2025-03-31	$564,949	6,287	-9.8%	Shares	Sole	2025-05-13
2024-12-31	$556,523	6,967	0.0%	Shares	Sole	2025-02-04
2024-09-30	$627,239	6,967	0.0%	Shares	Sole	2024-11-12
2024-06-30	$548,372	6,967	-1.3%	Shares	Sole	2024-08-02
2024-03-31	$615,279	7,060	+94.1%	Shares	Sole	2024-05-09
2023-12-31	$299,698	3,638	+2.8%	Shares	Sole	2024-02-14
2023-09-30	$277,237	3,538	+31.1%	Shares	Sole	2023-11-15
2023-06-30	$237,693	2,698	0.0%	Shares	Sole	2023-08-09
2023-03-31	$217,512	2,698	-21.2%	Shares	Sole	2023-05-04
2022-12-31	$266,268	3,426	+3.0%	Shares	Sole	2023-02-07
2022-09-30	$268,574	3,326	-28.2%	Shares	Sole	2022-11-09
2022-06-30	$415,811	4,633	+99.3%	Shares	Sole	2022-08-02
2022-03-31	$257,958	2,325	+15.3%	Shares	Sole	2022-05-13
2021-09-30	$252,705	2,016	+1.4%	Shares	Sole	2021-11-12
2021-06-30	$246,770	1,988	+8.8%	Shares	Sole	2021-08-13
2021-03-31	$215,941	1,828	-1.3%	Shares	Sole	2021-05-11
2020-12-31	$217,060	1,853	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.