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Bell Investment Advisors, Inc

Position in MDT — Medtronic plc

CIK 1890149 ORINDA, CA

Position in MDT

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$69,077
+$29,998 QoQ
Shares Held
883
+95.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,861
of 2,103 holders
Holding Since
Sep 2021
18 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

Bell Investment Advisors, Inc holds $607,781 across 23 Medical Devices names. MDT ranks #3 (11.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MDT
Medtronic plc
This page
883 $69,077

All Filings in MDT

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $69,077 883
2026-03-31 $39,079 451
2025-12-31 $50,047 521
2025-09-30 $49,048 515
2025-06-30 $45,328 520
2025-03-31 $67,215 748
2024-12-31 $40,339 505
2024-09-30 $62,030 689
2024-06-30 $60,685 771
2024-03-31 $61,005 700
2023-12-31 $76,283 926
2023-09-30 $63,393 809
2023-06-30 $84,752 962
2023-03-31 $87,392 1,084
2022-12-31 $59,144 761
2022-09-30 $69,122 856
2022-06-30 $51,965 579
2021-09-30 $85,864 685