REGATTA CAPITAL GROUP, LLC

Position in MDT — Medtronic plc

CIK 1911488 EL SEGUNDO, CA

Position in MDT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,832,146

-$163,316 QoQ

Shares Held

23,420

+1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#852

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

REGATTA CAPITAL GROUP, LLC holds $2,236,400 across 2 Medical Devices names. MDT ranks #1 (81.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MDT	Medtronic plc This page	23,420	$1,832,146
2	SYK	Stryker Corp	1,284	$404,254

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,832,146	23,420	+1.7%	Shares	Sole	2026-08-12
2026-03-31	$1,995,462	23,029	+6.8%	Shares	Sole	2026-04-15
2025-12-31	$2,071,245	21,562	+1.0%	Shares	Sole	2026-01-13
2025-09-30	$2,033,088	21,347	+1.0%	Shares	Sole	2025-10-17
2025-06-30	$1,841,640	21,127	-1.8%	Shares	Sole	2025-07-15
2025-03-31	$1,933,068	21,512	+2.1%	Shares	Sole	2025-04-14
2024-12-31	$1,682,592	21,064	+3.5%	Shares	Sole	2025-01-21
2024-09-30	$1,832,560	20,355	-1.5%	Shares	Sole	2024-10-15
2024-06-30	$1,625,833	20,656	+10.8%	Shares	Sole	2024-08-02
2024-03-31	$1,624,214	18,637	+6.7%	Shares	Sole	2024-04-23
2023-12-31	$1,438,684	17,464	-0.6%	Shares	Sole	2024-01-22
2023-09-30	$1,376,236	17,563	+28.5%	Shares	Sole	2023-10-30
2023-06-30	$1,204,238	13,669	-4.6%	Shares	Sole	2023-07-13
2023-03-31	$1,155,365	14,331	0.0%	Shares	Sole	2023-05-01
2022-12-31	$1,113,805	14,331	-8.1%	Shares	Sole	2023-02-07
2022-09-30	$1,259,054	15,592	+19.1%	Shares	Sole	2022-11-14
2022-06-30	$1,175,455	13,097	-11.4%	Shares	Sole	2022-08-09
2022-03-31	$1,640,173	14,783	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.