High Net Worth Advisory Group LLC

Position in MDT — Medtronic plc

CIK 1919142 NAPLES, FL

Position in MDT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$835,183

-$219,867 QoQ

Shares Held

10,676

-12.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,121

of 2,103 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

High Net Worth Advisory Group LLC holds $4,075,326 across 2 Medical Devices names. MDT ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ABT	Abbott Laboratories	35,708	$3,240,143
2	MDT	Medtronic plc This page	10,676	$835,183

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$835,183	10,676	-12.3%	Shares	Sole	2026-07-29
2026-03-31	$1,055,050	12,176	+0.0%	Shares	Sole	2026-04-17
2025-12-31	$1,169,530	12,175	0.0%	Shares	Sole	2026-01-23
2025-09-30	$1,159,547	12,175	-3.4%	Shares	Sole	2025-10-29
2025-06-30	$1,098,865	12,606	-16.5%	Shares	Sole	2025-07-10
2025-03-31	$1,357,425	15,106	+0.0%	Shares	Sole	2025-04-09
2024-12-31	$1,206,587	15,105	0.0%	Shares	Sole	2025-01-21
2024-09-30	$1,359,903	15,105	0.0%	Shares	Sole	2024-10-11
2024-06-30	$1,188,914	15,105	-3.2%	Shares	Sole	2024-07-17
2024-03-31	$1,359,975	15,605	+13.9%	Shares	Sole	2024-04-12
2023-12-31	$1,128,853	13,703	-0.7%	Shares	Sole	2024-01-08
2023-09-30	$1,080,819	13,793	-0.1%	Shares	Sole	2023-10-05
2023-06-30	$1,216,308	13,806	0.0%	Shares	Sole	2023-07-07
2023-03-31	$1,113,039	13,806	+3.1%	Shares	Sole	2023-04-20
2022-12-31	$1,040,981	13,394	+1.9%	Shares	Sole	2023-02-14
2022-09-30	$1,061,297	13,143	0.0%	Shares	Sole	2022-10-24
2022-06-30	$1,179,584	13,143	0.0%	Shares	Sole	2022-08-10
2022-03-31	$1,458,215	13,143	-1.9%	Shares	Sole	2022-08-10
2021-12-31	$1,385,505	13,393	—	Shares	Sole	2022-08-10
No filing history on record for this holder in this stock.