FRG Family Wealth Advisors LLC

Position in MDT — Medtronic plc

CIK 1893327 BELLEVUE, WA

Position in MDT

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$390,444

-$76,215 QoQ

Shares Held

4,506

-7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Mar 31, 2026

FRG Family Wealth Advisors LLC holds $1,965,093 across 2 Medical Devices names. MDT ranks #2 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ABT	Abbott Laboratories	15,337	$1,574,649
2	MDT	Medtronic plc This page	4,506	$390,444

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$390,444	4,506	-7.2%	Shares	Sole	2026-04-24
2025-12-31	$466,659	4,858	-13.4%	Shares	Sole	2026-01-21
2025-09-30	$534,105	5,608	-21.5%	Shares	Sole	2025-11-13
2025-06-30	$622,655	7,143	-24.1%	Shares	Sole	2025-08-04
2025-03-31	$845,852	9,413	-6.9%	Shares	Sole	2025-05-15
2024-12-31	$807,826	10,113	-10.9%	Shares	Sole	2025-02-13
2024-09-30	$1,022,110	11,353	0.0%	Shares	Sole	2024-11-18
2024-06-30	$893,594	11,353	-8.5%	Shares	Sole	2024-08-07
2024-03-31	$1,081,531	12,410	-23.7%	Shares	Sole	2024-05-15
2023-12-31	$1,340,734	16,275	-14.1%	Shares	Sole	2024-01-09
2023-09-30	$1,485,235	18,954	-1.3%	Shares	Sole	2023-10-11
2023-06-30	$1,692,665	19,213	-1.0%	Shares	Sole	2023-07-13
2023-03-31	$1,564,753	19,409	-11.6%	Shares	Sole	2023-04-18
2022-12-31	$1,706,964	21,963	-16.0%	Shares	Sole	2023-01-25
2022-09-30	$2,110,724	26,139	-12.4%	Shares	Sole	2022-10-12
2022-06-30	$2,679,576	29,856	0.0%	Shares	Sole	2022-07-11
2022-03-31	$3,312,523	29,856	—	Shares	Sole	2022-05-06
No filing history on record for this holder in this stock.