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Private Wealth Management Group, LLC

Position in MDT — Medtronic plc

CIK 2011342 PRINCETON, NJ

Position in MDT

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$11,734
-$830 QoQ
Shares Held
150
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,012
of 2,103 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $338,858 across 23 Medical Devices names. MDT ranks #8 (3.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 MDT
Medtronic plc
This page
150 $11,734

All Filings in MDT

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,734 150
2026-03-31 $12,564 145
2025-12-31 $13,928 145
2025-09-30 $13,809 145
2025-06-30 $12,639 145
2025-03-31 $11,591 129
2024-12-31 $10,783 135
2024-09-30 $11,253 125
2024-06-30 $9,838 125
2024-03-31 $7,320 84
2023-12-31 $6,919 84