WealthPlan Investment Management, LLC

Position in MDT — Medtronic plc

CIK 1929986 OMAHA, NE

Position in MDT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$444,659

-$28,969 QoQ

Shares Held

5,684

+4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#476

of 789 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $3,421,799 across 5 Medical Devices names. MDT ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CATX	Perspective Therapeutics, Inc.	404,071	$1,377,882
2	EW	Edwards Lifesciences Corp	7,951	$719,246
3	ABT	Abbott Laboratories	7,278	$660,405
4	MDT	Medtronic plc This page	5,684	$444,659
5	DCTH	Delcath Systems, Inc.	17,443	$219,607

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$444,659	5,684	+4.0%	Shares	Other	2026-07-28
2026-03-31	$473,628	5,466	+74.8%	Shares	Sole	2026-04-29
2024-12-31	$249,784	3,127	-9.6%	Shares	Sole	2025-01-30
2024-09-30	$311,503	3,460	+25.2%	Shares	Sole	2024-11-05
2024-06-30	$217,475	2,763	-5.4%	Shares	Sole	2024-08-09
2024-03-31	$254,565	2,921	-6.7%	Shares	Sole	2024-05-16
2023-12-31	$257,849	3,130	-60.7%	Shares	Sole	2024-01-05
2023-09-30	$623,510	7,957	+61.1%	Shares	Sole	2023-11-15
2023-06-30	$435,037	4,938	-74.3%	Shares	Sole	2023-08-14
2023-03-31	$1,546,694	19,185	-57.9%	Shares	Sole	2023-05-08
2022-12-31	$3,542,943	45,586	-75.6%	Shares	Other	2023-02-15
2022-09-30	$15,069,402	186,618	+10.2%	Shares	Other	2022-12-12
2022-03-31	$18,782,391	169,287	—	Shares	Other	2022-09-07
No filing history on record for this holder in this stock.