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Legacy Wealth Asset Management, LLC

Position in MDT — Medtronic plc

CIK 1846151 WOODBURY, MN

Position in MDT

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$1,860,622
-$202,774 QoQ
Shares Held
23,784
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#208
of 668 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $8,458,230 across 11 Medical Devices names. MDT ranks #2 (22.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MDT
Medtronic plc
This page
23,784 $1,860,622

All Filings in MDT

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,860,622 23,784
2026-03-31 $2,063,396 23,813
2025-12-31 $1,592,578 16,579
2025-09-30 $1,589,079 16,685
2025-06-30 $1,476,223 16,935
2025-03-31 $1,520,880 16,925
2024-12-31 $1,352,208 16,928
2024-09-30 $1,532,580 17,023
2024-06-30 $1,424,572 18,099
2024-03-31 $1,558,677 17,885
2023-12-31 $1,447,581 17,572
2023-09-30 $1,443,156 18,417
2023-06-30 $1,877,939 21,316
2023-03-31 $2,084,913 25,861
2022-12-31 $2,011,082 25,876
2022-09-30 $2,095,543 25,951
2022-06-30 $2,396,684 26,704
2022-03-31 $2,950,937 26,597
2021-09-30 $3,162,956 25,233
2021-06-30 $3,146,198 25,346
2021-03-31 $2,980,065 25,227
2020-12-31 $1,924,610 16,430