Cyndeo Wealth Partners, LLC

Position in MDT — Medtronic plc

CIK 1950947 ST. PETERSBURG, FL

Position in MDT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$574,286

-$102,537 QoQ

Shares Held

7,341

-6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,299

of 2,103 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $21,718,264 across 5 Medical Devices names. MDT ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	162,929	$14,784,177
2	SYK	Stryker Corp	10,808	$3,402,790
3	BSX	Boston Scientific Corp	59,790	$2,551,837
4	MDT	Medtronic plc This page	7,341	$574,286
5	ATEC	Alphatec Holdings, Inc.	46,841	$405,174

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$574,286	7,341	-6.0%	Shares	Sole	2026-07-21
2026-03-31	$676,823	7,811	+6.2%	Shares	Sole	2026-04-13
2025-12-31	$706,329	7,353	-0.0%	Shares	Sole	2026-01-07
2025-09-30	$700,490	7,355	-0.3%	Shares	Sole	2025-10-10
2025-06-30	$642,965	7,376	+0.5%	Shares	Sole	2025-07-24
2025-03-31	$659,752	7,342	-1.5%	Shares	Sole	2025-04-17
2024-12-31	$595,185	7,451	+0.7%	Shares	Sole	2025-01-21
2024-09-30	$666,222	7,400	-0.8%	Shares	Sole	2024-10-18
2024-06-30	$586,940	7,457	-22.2%	Shares	Sole	2024-07-30
2024-03-31	$834,809	9,579	-2.1%	Shares	Sole	2024-04-17
2023-12-31	$805,923	9,783	-11.5%	Shares	Sole	2024-01-12
2023-09-30	$866,583	11,059	+11.8%	Shares	Sole	2023-10-10
2023-06-30	$871,309	9,890	-78.6%	Shares	Sole	2023-07-27
2022-12-31	$3,589,342	46,183	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.