SAX WEALTH ADVISORS, LLC

Position in MDT — Medtronic plc

CIK 1846150 PARSIPPANY, NJ

Position in MDT

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

Position Value

$448,727

+$163,216 QoQ

Shares Held

5,736

+74.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,397

of 2,103 holders

Holding Since

Mar 2021

6 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Healthcare · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $4,005,301 across 5 Medical Devices names. MDT ranks #5 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	3,815	$1,201,114
2	DXCM	Dexcom Inc	17,001	$1,145,017
3	ABT	Abbott Laboratories	7,046	$639,354
4	PODD	Insulet Corp	3,751	$571,089
5	MDT	Medtronic plc This page	5,736	$448,727

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$448,727	5,736	+74.1%	Shares	Sole	2026-07-09
2026-03-31	$285,511	3,295	-2.5%	Shares	Sole	2026-04-08
2025-12-31	$324,778	3,381	+98.9%	Shares	Sole	2026-01-12
2021-09-30	$213,095	1,700	0.0%	Shares	Sole	2021-12-10
2021-06-30	$211,021	1,700	0.0%	Shares	Sole	2021-08-12
2021-03-31	$200,821	1,700	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.