Unique Wealth Strategies, LLC

Position in MDT — Medtronic plc

CIK 2009809 BURR RIDGE, IL

Position in MDT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$834,166

-$59,108 QoQ

Shares Held

10,663

+3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,121

of 2,098 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Unique Wealth Strategies, LLC holds $1,847,983 across 4 Medical Devices names. MDT ranks #1 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	10,663	$834,166
2	SYK	Stryker Corp	1,366	$430,071
3	ZBH	Zimmer Biomet Holdings, Inc.	3,836	$330,241
4	DXCM	Dexcom Inc	3,764	$253,505

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$834,166	10,663	+3.4%	Shares	Sole	2026-07-15
2026-03-31	$893,274	10,309	-15.2%	Shares	Sole	2026-07-15
2025-12-31	$1,167,321	12,152	+1.9%	Shares	Sole	2026-07-14
2025-09-30	$1,135,260	11,920	+0.6%	Shares	Sole	2026-07-14
2025-06-30	$1,032,790	11,848	+28.0%	Shares	Sole	2026-07-14
2025-03-31	$831,474	9,253	-3.9%	Shares	Sole	2026-07-14
2024-12-31	$769,164	9,629	-17.0%	Shares	Sole	2026-07-14
2024-09-30	$1,044,348	11,600	-11.9%	Shares	Sole	2026-07-14
2024-06-30	$1,036,295	13,166	0.0%	Shares	Sole	2024-07-24
2024-03-31	$1,147,416	13,166	+12.5%	Shares	Sole	2024-04-26
2023-12-31	$964,422	11,707	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.