Legacy Capital Group California, Inc.

Position in MDT — Medtronic plc

CIK 1977092 LOS GATOS, CA

Position in MDT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$815,000

-$109,468 QoQ

Shares Held

10,418

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,128

of 2,098 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Legacy Capital Group California, Inc. holds $2,637,690 across 4 Medical Devices names. MDT ranks #1 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	10,418	$815,000
2	BRKR	Bruker Corp	12,860	$773,914
3	ABT	Abbott Laboratories	7,769	$704,959
4	PHG	Koninklijke Philips NV	12,645	$343,817

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$815,000	10,418	-2.4%	Shares	Sole	2026-07-29
2026-03-31	$924,468	10,669	-33.3%	Shares	Sole	2026-05-04
2025-12-31	$1,536,575	15,996	+12.8%	Shares	Sole	2026-01-28
2025-09-30	$1,350,598	14,181	+2.5%	Shares	Sole	2025-11-12
2025-06-30	$1,206,258	13,838	+0.2%	Shares	Sole	2025-07-14
2025-03-31	$1,241,146	13,812	+4.2%	Shares	Sole	2025-05-09
2024-12-31	$1,059,128	13,259	+4.8%	Shares	Sole	2025-02-03
2024-09-30	$1,139,419	12,656	+4.6%	Shares	Sole	2024-10-23
2024-06-30	$952,312	12,099	+15.6%	Shares	Sole	2024-07-22
2024-03-31	$912,111	10,466	+1.1%	Shares	Sole	2024-05-07
2023-12-31	$852,550	10,349	+5.5%	Shares	Sole	2024-02-13
2023-09-30	$768,711	9,810	+13.5%	Shares	Sole	2023-11-06
2023-06-30	$761,624	8,645	+26.8%	Shares	Sole	2023-08-10
2023-03-31	$549,667	6,818	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.