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Paragon Private Wealth Management, LLC

Position in MDT — Medtronic plc

CIK 1922684 LEXINGTON, KY

Position in MDT

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$863,580
-$128,908 QoQ
Shares Held
11,039
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,109
of 2,103 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority Sole 32% Shared 0% None 68%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Paragon Private Wealth Management, LLC holds $3,841,374 across 5 Medical Devices names. MDT ranks #2 (22.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MDT
Medtronic plc
This page
11,039 $863,580

All Filings in MDT

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $863,580 11,039
2026-03-31 $992,488 11,454
2025-12-31 $1,000,848 10,419
2025-09-30 $939,256 9,862
2025-06-30 $796,384 9,136
2025-03-31 $852,680 9,489
2024-12-31 $796,163 9,967
2024-09-30 $848,352 9,423
2024-06-30 $675,882 8,587
2024-03-31 $769,708 8,832
2023-12-31 $707,479 8,588
2023-09-30 $603,293 7,699
2023-06-30 $625,862 7,104
2023-03-31 $538,864 6,684
2022-12-31 $399,791 5,144
2022-09-30 $314,682 3,897