BAKER TILLY WEALTH MANAGEMENT, LLC

Position in MDT — Medtronic plc

CIK 1840565 MADISON, WI

Position in MDT

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$269,914

-$39,495 QoQ

Shares Held

3,115

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$269,914	3,115	-3.3%	Shares	Sole	2026-04-10
2025-12-31	$309,409	3,221	+3.3%	Shares	Sole	2026-01-08
2025-09-30	$297,053	3,119	+13.3%	Shares	Sole	2025-10-09
2025-06-30	$239,979	2,753	+0.5%	Shares	Sole	2025-07-10
2025-03-31	$246,216	2,740	-6.2%	Shares	Sole	2025-04-09
2024-12-31	$233,329	2,921	-20.0%	Shares	Sole	2025-01-10
2024-09-30	$328,879	3,653	-53.9%	Shares	Sole	2024-10-24
2024-06-30	$623,461	7,921	-76.9%	Shares	Sole	2024-07-18
2024-03-31	$2,982,098	34,218	+5.5%	Shares	Sole	2024-05-09
2023-12-31	$2,670,677	32,419	-9.2%	Shares	Sole	2024-01-10
2023-09-30	$2,796,433	35,687	-1.4%	Shares	Sole	2023-10-10
2023-06-30	$3,190,277	36,212	+16.1%	Shares	Sole	2023-07-20
2023-03-31	$2,515,424	31,201	+66.7%	Shares	Sole	2023-04-12
2022-12-31	$1,454,996	18,721	-20.3%	Shares	Sole	2023-01-26
2022-09-30	$1,897,786	23,502	+3.3%	Shares	Sole	2022-10-20
2022-06-30	$2,041,184	22,743	-0.1%	Shares	Sole	2022-07-28
2022-03-31	$2,526,775	22,774	+29.8%	Shares	Sole	2022-04-27
2021-09-30	$2,200,143	17,552	+10.3%	Shares	Sole	2021-11-02
2021-06-30	$1,974,784	15,909	-3.9%	Shares	Sole	2021-07-30
2021-03-31	$1,954,933	16,549	+59.1%	Shares	Sole	2021-04-28
2020-12-31	$1,218,256	10,400	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.