Ascentis Independent Advisors

Position in MDT — Medtronic plc

CIK 1845003 DALLAS, TX

Position in MDT

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

Position Value

$62,812

-$1,021,520 QoQ

Shares Held

803

-93.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,864

of 2,098 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Ascentis Independent Advisors holds $71,850 across 5 Medical Devices names. MDT ranks #1 (87.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	803	$62,812
2	EW	Edwards Lifesciences Corp	42	$3,799
3	STE	STERIS plc	11	$2,316
4	BSX	Boston Scientific Corp	46	$1,963
5	GEHC	GE HealthCare Technologies Inc.	15	$960

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$62,812	803	-93.6%	Shares	Sole	2026-08-04
2026-03-31	$1,084,332	12,514	+89.9%	Shares	Sole	2026-04-28
2025-12-31	$632,939	6,589	+146.2%	Shares	Sole	2026-01-29
2025-09-30	$254,862	2,676	-57.1%	Shares	Sole	2025-10-21
2025-03-31	$560,636	6,239	+592.5%	Shares	Sole	2025-04-23
2024-09-30	$81,108	901	-91.8%	Shares	Sole	2024-10-29
2023-12-31	$903,131	10,963	-24.3%	Shares	Sole	2024-02-02
2023-09-30	$1,134,104	14,473	+59.5%	Shares	Sole	2023-10-20
2023-06-30	$799,595	9,076	-11.1%	Shares	Sole	2023-07-19
2023-03-31	$822,968	10,208	-42.5%	Shares	Sole	2023-06-01
2022-03-31	$1,970,028	17,756	+65.6%	Shares	Sole	2022-05-18
2021-09-30	$1,344,002	10,722	+1.2%	Shares	Sole	2021-11-15
2021-06-30	$1,315,778	10,600	+24.3%	Shares	Sole	2021-08-12
2021-03-31	$1,007,294	8,527	+36.9%	Shares	Sole	2021-05-13
2020-12-31	$729,430	6,227	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.