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FIDUCIARY FINANCIAL GROUP, LLC

Position in MDT — Medtronic plc

CIK 1925420 SAN RAFAEL, CA

Position in MDT

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$553,320
-$43,785 QoQ
Shares Held
7,073
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,316
of 2,103 holders
Holding Since
Jun 2024
9 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

FIDUCIARY FINANCIAL GROUP, LLC holds $1,130,408 across 3 Medical Devices names. MDT ranks #1 (48.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MDT
Medtronic plc
This page
7,073 $553,320

All Filings in MDT

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $553,320 7,073
2026-03-31 $597,105 6,891
2025-12-31 $651,767 6,785
2025-09-30 $636,965 6,688
2025-06-30 $550,129 6,311
2025-03-31 $534,667 5,950
2024-12-31 $278,301 3,484
2024-09-30 $318,526 3,538
2024-06-30 $278,161 3,534