Allegiance Financial Group Advisory Services LLC
Position in MDT — Medtronic plc
CIK 1964068
VIENNA, VA
Position in MDT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$264,109
-$88,527 QoQ
Shares Held
3,048
-17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
All Filings in MDT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,109 | 3,048 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $352,636 | 3,671 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $355,626 | 3,734 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $318,693 | 3,656 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $355,126 | 3,952 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||