Naviter Wealth, LLC

Position in MDT — Medtronic plc

CIK 1855567 LITTLE ROCK, AR

Position in MDT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,122,444

-$103,480 QoQ

Shares Held

14,348

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,001

of 2,103 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Naviter Wealth, LLC holds $3,320,348 across 2 Medical Devices names. MDT ranks #2 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ABT	Abbott Laboratories	24,222	$2,197,904
2	MDT	Medtronic plc This page	14,348	$1,122,444

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,122,444	14,348	+1.4%	Shares	Sole	2026-08-07
2026-03-31	$1,225,924	14,148	-13.1%	Shares	Sole	2026-04-10
2025-12-31	$1,564,337	16,285	-17.6%	Shares	Sole	2026-01-21
2025-09-30	$1,883,371	19,775	-0.4%	Shares	Sole	2025-11-06
2025-06-30	$1,730,586	19,853	+1.6%	Shares	Sole	2025-07-28
2025-03-31	$1,755,415	19,535	+0.3%	Shares	Sole	2025-04-25
2024-12-31	$1,555,503	19,473	+19.1%	Shares	Sole	2025-02-07
2024-09-30	$1,472,260	16,353	-8.4%	Shares	Sole	2024-10-16
2024-06-30	$1,405,681	17,859	+14.2%	Shares	Sole	2024-08-02
2024-03-31	$1,362,503	15,634	+44.0%	Shares	Sole	2024-04-18
2023-12-31	$894,317	10,856	+3.4%	Shares	Sole	2024-02-05
2023-09-30	$822,936	10,502	+5.3%	Shares	Sole	2023-11-14
2023-06-30	$878,621	9,973	+7.8%	Shares	Sole	2023-07-20
2023-03-31	$746,138	9,255	+7.9%	Shares	Sole	2023-04-12
2022-12-31	$666,837	8,580	+4.6%	Shares	Sole	2023-01-31
2022-09-30	$662,150	8,200	+12.5%	Shares	Sole	2022-10-27
2022-06-30	$654,098	7,288	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.