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AXXCESS WEALTH MANAGEMENT, LLC

Position in MDT — Medtronic plc

CIK 1911056 CARLSBAD, CA

Position in MDT

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$1,574,378
+$51,158 QoQ
Shares Held
20,125
+14.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#259
of 789 holders
Holding Since
Dec 2021
19 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, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $15,712,679 across 8 Medical Devices names. MDT ranks #4 (10.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 MDT
Medtronic plc
This page
20,125 $1,574,378

All Filings in MDT

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,574,378 20,125
2026-03-31 $1,523,220 17,579
2025-12-31 $1,453,579 15,132
2025-09-30 $1,310,692 13,762
2025-06-30 $1,017,012 11,667
2025-03-31 $1,070,771 11,916
2024-12-31 $1,260,107 15,775
2024-09-30 $2,089,236 23,206
2024-06-30 $1,836,933 23,338
2024-03-31 $2,399,762 27,536
2023-12-31 $2,087,673 25,342
2023-09-30 $1,696,650 21,652
2023-06-30 $1,170,937 13,291
2023-03-31 $1,039,675 12,896
2022-12-31 $283,911 3,653
2022-09-30 $206,477 2,557
2022-06-30 $424,697 4,732
2022-03-31 $1,272,707 11,471
2021-12-31 $551,181 5,328