Endowment Wealth Management, Inc.
EndowmentPosition in MDT — Medtronic plc
CIK 1904477
APPLETON, WI
Position in MDT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$229,683
-$26,974 QoQ
Shares Held
2,936
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,708
of 2,098 holders
Holding Since
Sep 2024
8 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, 2026Endowment Wealth Management, Inc. holds $229,683 across 1 Medical Devices name. MDT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
2,936 | $229,683 |
All Filings in MDT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,683 | 2,936 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $256,657 | 2,962 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $273,194 | 2,844 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $273,815 | 2,875 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $250,962 | 2,879 | Shares | Other | 2025-07-25 | |
| 2025-03-31 | $245,317 | 2,730 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $221,507 | 2,773 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $215,891 | 2,398 | Shares | Other | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||