NORTHCAPE WEALTH MANAGEMENT, LLC

Position in MDT — Medtronic plc

CIK 1902806 WILLIAMSVILLE, NY

Position in MDT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,152,590

+$1,215,530 QoQ

Shares Held

40,299

+80.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#689

of 2,098 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

NORTHCAPE WEALTH MANAGEMENT, LLC holds $10,690,235 across 3 Medical Devices names. MDT ranks #2 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	52,799	$4,790,981
2	MDT	Medtronic plc This page	40,299	$3,152,590
3	SYK	Stryker Corp	8,724	$2,746,664

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,152,590	40,299	+80.3%	Shares	Sole	2026-08-10
2026-03-31	$1,937,060	22,355	+4.6%	Shares	Sole	2026-05-01
2025-12-31	$2,053,666	21,379	+0.6%	Shares	Sole	2026-01-22
2025-09-30	$2,023,659	21,248	+2.5%	Shares	Sole	2025-11-04
2025-06-30	$1,807,382	20,734	-13.3%	Shares	Sole	2025-08-05
2025-03-31	$2,148,732	23,912	+0.3%	Shares	Sole	2025-04-25
2024-12-31	$1,903,460	23,829	+12.1%	Shares	Sole	2025-01-31
2024-09-30	$1,914,397	21,264	-9.2%	Shares	Sole	2024-11-06
2024-06-30	$1,842,601	23,410	-1.4%	Shares	Sole	2024-07-25
2024-03-31	$2,069,463	23,746	+8.3%	Shares	Sole	2024-04-30
2023-12-31	$1,806,593	21,930	+13.4%	Shares	Sole	2024-02-05
2023-09-30	$1,515,795	19,344	+118.2%	Shares	Sole	2023-11-06
2023-06-30	$781,182	8,867	+84.3%	Shares	Sole	2023-08-07
2023-03-31	$387,862	4,811	-58.1%	Shares	Sole	2023-05-15
2022-09-30	$928,140	11,494	+256.4%	Shares	Sole	2022-11-08
2022-06-30	$289,443	3,225	-70.1%	Shares	Sole	2022-08-09
2022-03-31	$1,197,594	10,794	—	Shares	Sole	2022-04-18
No filing history on record for this holder in this stock.