ADVOCATE GROUP LLC

Position in MDT — Medtronic plc

CIK 1853401 MINNETONKA, MN

Position in MDT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$9,904,230

+$228,718 QoQ

Shares Held

126,604

+13.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

#403

of 2,103 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

ADVOCATE GROUP LLC holds $11,034,668 across 2 Medical Devices names. MDT ranks #1 (89.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MDT	Medtronic plc This page	126,604	$9,904,230
2	ABT	Abbott Laboratories	12,458	$1,130,438

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,904,230	126,604	+13.4%	Shares	Sole	2026-07-17
2026-03-31	$9,675,512	111,662	-0.1%	Shares	Sole	2026-04-13
2025-12-31	$10,734,224	111,745	-2.2%	Shares	Sole	2026-01-20
2025-09-30	$10,885,265	114,293	+1.5%	Shares	Sole	2025-10-20
2025-06-30	$9,811,506	112,556	+2.3%	Shares	Sole	2025-07-25
2025-03-31	$9,887,385	110,031	+3.0%	Shares	Sole	2025-04-22
2024-12-31	$8,529,266	106,776	+4.8%	Shares	Sole	2025-01-21
2024-09-30	$9,172,166	101,879	+4.7%	Shares	Sole	2024-10-09
2024-06-30	$7,658,719	97,303	+4.9%	Shares	Sole	2024-07-10
2024-03-31	$8,085,864	92,781	+5.6%	Shares	Sole	2024-04-25
2023-12-31	$7,237,824	87,859	+9.3%	Shares	Sole	2024-01-19
2023-09-30	$6,298,576	80,380	+7.5%	Shares	Sole	2023-10-17
2023-06-30	$6,586,179	74,758	+17.1%	Shares	Sole	2023-07-20
2023-03-31	$5,145,168	63,820	+23.3%	Shares	Sole	2023-04-19
2022-12-31	$4,021,854	51,748	-9.7%	Shares	Sole	2023-01-18
2022-09-30	$4,626,732	57,297	+1.4%	Shares	Sole	2022-10-19
2022-06-30	$5,070,964	56,501	—	Shares	Sole	2022-07-27
No filing history on record for this holder in this stock.