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Accurate Wealth Management, LLC

Position in MDT — Medtronic plc

CIK 1877728 WESLEY CHAPEL, FL

Position in MDT

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$658,931
+$29,333 QoQ
Shares Held
8,423
+15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#438
of 852 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $2,225,026 across 4 Medical Devices names. MDT ranks #3 (29.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MDT
Medtronic plc
This page
8,423 $658,931

All Filings in MDT

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $658,931 8,423
2026-03-31 $629,598 7,266
2025-12-31 $665,215 6,925
2025-09-30 $664,203 6,974
2025-06-30 $496,258 5,693
2025-03-31 $461,700 5,138
2024-12-31 $353,149 4,421
2024-09-30 $383,707 4,262
2024-06-30 $351,046 4,460
2024-03-31 $412,916 4,738
2023-12-31 $351,021 4,261
2023-09-30 $359,123 4,583
2023-06-30 $367,377 4,170
2023-03-31 $317,884 3,943
2022-12-31 $265,180 3,412
2022-09-30 $313,633 3,884
2022-06-30 $214,502 2,390
2022-03-31 $270,718 2,440
2021-09-30 $221,242 1,765