VANCE WEALTH, LLC

Position in MDT — Medtronic plc

CIK 1910854 SANTA CLARITA, CA

Position in MDT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$958,239

-$675,373 QoQ

Shares Held

12,249

-35.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#1,068

of 2,103 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

VANCE WEALTH, LLC holds $1,294,612 across 2 Medical Devices names. MDT ranks #1 (74.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MDT	Medtronic plc This page	12,249	$958,239
2	ABT	Abbott Laboratories	3,707	$336,373

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$958,239	12,249	-35.0%	Shares	Sole	2026-08-14
2026-03-31	$1,633,612	18,853	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$1,816,590	18,911	-21.7%	Shares	Defined	2026-02-17
2025-09-30	$2,301,569	24,166	-0.8%	Shares	Defined	2025-11-14
2025-06-30	$2,122,502	24,349	-0.2%	Shares	Defined	2025-08-13
2025-03-31	$2,192,943	24,404	-16.7%	Shares	Defined	2025-05-14
2024-12-31	$2,340,723	29,303	+0.1%	Shares	Defined	2025-02-14
2024-09-30	$2,635,178	29,270	-47.4%	Shares	Defined	2024-11-08
2024-06-30	$4,381,785	55,670	-1.0%	Shares	Sole	2024-08-02
2024-03-31	$4,900,967	56,236	-26.4%	Shares	Sole	2024-04-30
2023-12-31	$6,295,314	76,418	+34.2%	Shares	Sole	2024-02-05
2023-09-30	$4,462,210	56,945	-4.9%	Shares	Sole	2023-11-03
2023-06-30	$5,277,013	59,898	-4.3%	Shares	Sole	2023-08-02
2023-03-31	$5,046,005	62,590	-0.4%	Shares	Sole	2023-05-10
2022-12-31	$4,884,546	62,848	+600.4%	Shares	Sole	2023-01-27
2022-09-30	$724,569	8,973	-0.8%	Shares	Sole	2022-10-31
2022-06-30	$812,058	9,048	-16.6%	Shares	Sole	2022-08-09
2022-03-31	$1,203,141	10,844	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.