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Petros Family Wealth, LLC

Position in MDT — Medtronic plc

CIK 2004963 BLOOMINGTON, MN

Position in MDT

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$234,647
-$76,489 QoQ
Shares Held
2,708
-16.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 73% Shared 27% None 0%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Petros Family Wealth, LLC holds $1,146,961 across 1 Medical Devices name.

# Ticker Company Shares Value (USD) Open

All Filings in MDT

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $234,647 2,708
2025-12-31 $311,136 3,239
2025-09-30 $208,860 2,193
2025-06-30 $208,596 2,393
2025-03-31 $279,552 3,111
2024-12-31 $238,360 2,984