CFS Investment Advisory Services, LLC

Position in MDT — Medtronic plc

CIK 1845688 TOTOWA, NJ

Position in MDT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$803,969

-$244,582 QoQ

Shares Held

10,277

-15.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,132

of 2,103 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CFS Investment Advisory Services, LLC holds $2,653,372 across 3 Medical Devices names. MDT ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	16,700	$1,515,358
2	MDT	Medtronic plc This page	10,277	$803,969
3	SYK	Stryker Corp	1,061	$334,045

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$803,969	10,277	-15.1%	Shares	Sole	2026-07-16
2026-03-31	$1,048,551	12,101	-0.4%	Shares	Sole	2026-04-29
2025-12-31	$1,166,552	12,144	-0.7%	Shares	Sole	2026-02-10
2025-09-30	$1,164,309	12,225	+1.7%	Shares	Sole	2025-10-31
2025-06-30	$1,047,609	12,018	-8.5%	Shares	Sole	2025-08-11
2025-03-31	$1,180,041	13,132	-1.6%	Shares	Sole	2025-05-12
2024-12-31	$1,066,398	13,350	-2.4%	Shares	Sole	2025-01-21
2024-09-30	$1,230,980	13,673	-2.3%	Shares	Sole	2024-11-12
2024-06-30	$1,102,018	14,001	-4.7%	Shares	Sole	2024-08-13
2024-03-31	$1,279,972	14,687	-1.4%	Shares	Sole	2024-05-15
2023-12-31	$1,227,214	14,897	+8.0%	Shares	Sole	2024-02-13
2023-09-30	$1,080,819	13,793	+0.3%	Shares	Sole	2023-11-14
2023-06-30	$1,210,934	13,745	-0.9%	Shares	Sole	2023-07-21
2023-03-31	$1,117,796	13,865	+3.6%	Shares	Sole	2023-05-05
2022-12-31	$1,039,893	13,380	-9.4%	Shares	Sole	2023-02-13
2022-09-30	$1,192,354	14,766	-1.3%	Shares	Sole	2022-11-02
2022-06-30	$1,343,108	14,965	-99.2%	Shares	Sole	2022-08-16
2022-03-31	$18,000	1,944,954	+11106.9%	Shares	Sole	2022-05-27
2021-09-30	$2,175,449	17,355	-4.9%	Shares	Sole	2021-11-19
2020-12-31	$2,136,750	18,241	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.