Confluence Wealth Services, Inc.

Position in MDT — Medtronic plc

CIK 1910411 MCMURRAY, PA

Position in MDT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$217,792

+$26,001 QoQ

Shares Held

2,784

+16.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,743

of 2,103 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $6,179,556 across 4 Medical Devices names. MDT ranks #3 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	44,422	$4,030,852
2	SYK	Stryker Corp	5,482	$1,725,952
3	MDT	Medtronic plc This page	2,784	$217,792
4	GEHC	GE HealthCare Technologies Inc.	3,202	$204,960

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,792	2,784	+16.0%	Shares	Sole	2026-07-22
2024-12-31	$191,791	2,401	-43.3%	Shares	Sole	2025-01-27
2024-09-30	$381,547	4,238	-38.1%	Shares	Sole	2024-10-29
2024-06-30	$538,612	6,843	-1.4%	Shares	Sole	2024-07-31
2024-03-31	$605,082	6,943	-13.0%	Shares	Sole	2024-04-22
2023-12-31	$657,062	7,976	-42.7%	Shares	Sole	2024-01-25
2023-09-30	$1,091,476	13,929	-0.1%	Shares	Sole	2023-11-01
2023-06-30	$1,228,378	13,943	-0.6%	Shares	Sole	2023-08-01
2023-03-31	$1,130,614	14,024	+29.4%	Shares	Sole	2023-05-12
2022-12-31	$842,329	10,838	+2.1%	Shares	Sole	2023-02-10
2022-09-30	$857,161	10,615	+0.5%	Shares	Sole	2022-11-08
2022-06-30	$948,029	10,563	+7.5%	Shares	Sole	2022-08-15
2022-03-31	$1,090,527	9,829	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.