Portside Wealth Group, LLC

Position in MDT — Medtronic plc

CIK 1978608 Provo, UT

Position in MDT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,998,007

-$144,094 QoQ

Shares Held

38,323

+5.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#709

of 2,098 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Portside Wealth Group, LLC holds $6,571,024 across 9 Medical Devices names. MDT ranks #1 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	38,323	$2,998,007
2	UFPT	Ufp Technologies Inc	4,130	$1,094,985
3	LIVN	LivaNova PLC	8,816	$724,939
4	STE	STERIS plc	2,147	$452,092
5	ABT	Abbott Laboratories	3,877	$351,798
6	BSX	Boston Scientific Corp	6,161	$262,950
7	TMDX	TransMedics Group, Inc.	3,599	$239,044
8	SYK	Stryker Corp	712	$224,165

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,998,007	38,323	+5.7%	Shares	Other	2026-07-14
2026-03-31	$3,142,101	36,262	-4.4%	Shares	Other	2026-05-12
2025-12-31	$3,644,324	37,938	-2.8%	Shares	Other	2026-01-21
2025-09-30	$3,716,454	39,022	+0.8%	Shares	Other	2025-11-05
2025-06-30	$3,373,391	38,699	-5.8%	Shares	Other	2025-08-11
2025-03-31	$3,693,065	41,098	-28.8%	Shares	Other	2025-04-14
2024-12-31	$4,613,709	57,758	-1.6%	Shares	Other	2025-04-14
2024-09-30	$5,285,210	58,705	+9.3%	Shares	Sole	2024-10-31
2024-06-30	$4,226,018	53,691	-2.7%	Shares	Other	2024-07-18
2024-03-31	$4,811,115	55,205	+0.9%	Shares	Other	2024-04-17
2023-12-31	$4,505,362	54,690	-4.6%	Shares	Other	2024-01-16
2023-09-30	$4,491,281	57,316	+4.8%	Shares	Other	2023-10-27
2023-06-30	$4,816,691	54,673	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.