Heritage Family Offices, LLP
Family OfficePosition in MDT — Medtronic plc
CIK 2019316
SCOTTSDALE, AZ
Position in MDT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$319,178
-$176,719 QoQ
Shares Held
4,080
-28.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,565
of 2,098 holders
Holding Since
Jun 2024
9 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, 2026Heritage Family Offices, LLP holds $881,167 across 2 Medical Devices names. MDT ranks #2 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
1,785 | $561,989 | |
| 2 | MDT |
Medtronic plc
This page
|
4,080 | $319,178 |
All Filings in MDT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,178 | 4,080 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $495,897 | 5,723 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $713,629 | 7,429 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $769,729 | 8,082 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $715,752 | 8,211 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $737,840 | 8,211 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $628,815 | 7,872 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $724,921 | 8,052 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $628,814 | 7,989 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||