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Lifeworks Advisors, LLC

Position in MDT — Medtronic plc

CIK 1882132 GRAND RAPIDS, MI

Position in MDT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,380,567
+$150 QoQ
Shares Held
55,996
+10.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#603
of 2,103 holders
Holding Since
Mar 2022
7 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

Lifeworks Advisors, LLC holds $8,948,979 across 4 Medical Devices names. MDT ranks #1 (49.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MDT
Medtronic plc
This page
55,996 $4,380,567

All Filings in MDT

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,380,567 55,996
2026-03-31 $4,380,417 50,553
2025-12-31 $4,481,487 46,653
2025-09-30 $5,475,252 57,489
2025-06-30 $232,656 2,669
2022-06-30 $333,421 3,715
2022-03-31 $316,540 2,853