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Simplicity Wealth,LLC

Position in MDT — Medtronic plc

CIK 1913243 SUMMIT, NJ

Position in MDT

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$1,307,692
+$13,488 QoQ
Shares Held
16,716
+11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#948
of 2,103 holders
Holding Since
Dec 2023
11 quarters on record

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Simplicity Wealth,LLC holds $4,684,260 across 5 Medical Devices names. MDT ranks #2 (27.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MDT
Medtronic plc
This page
16,716 $1,307,692

All Filings in MDT

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,307,692 16,716
2026-03-31 $1,294,204 14,936
2025-12-31 $1,625,911 16,926
2025-09-30 $2,056,993 21,598
2025-06-30 $3,408,085 39,097
2025-03-31 $1,979,346 22,027
2024-12-31 $352,270 4,410
2024-09-30 $1,501,340 16,676
2024-06-30 $5,699,863 72,416
2024-03-31 $6,310,095 72,405
2023-12-31 $578,719 7,025