Ascentis Wealth Management, LLC

Position in MDT — Medtronic plc

CIK 2032602 DALLAS, TX

Position in MDT

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

Position Value

$213,477

-$381,546 QoQ

Shares Held

2,729

-60.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,756

of 2,103 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $3,696,230 across 5 Medical Devices names. MDT ranks #2 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	36,057	$3,271,794
2	MDT	Medtronic plc This page	2,729	$213,477
3	BSX	Boston Scientific Corp	4,193	$178,939
4	GEHC	GE HealthCare Technologies Inc.	271	$17,346
5	GKOS	GLAUKOS Corp	105	$14,674

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,477	2,729	-60.3%	Shares	Sole	2026-07-30
2026-03-31	$595,023	6,867	+9.4%	Shares	Sole	2026-04-28
2025-12-31	$603,133	6,279	+134.0%	Shares	Sole	2026-01-14
2025-09-30	$255,519	2,683	+7.4%	Shares	Sole	2025-10-24
2025-06-30	$217,656	2,497	-2.3%	Shares	Sole	2025-07-16
2025-03-31	$229,759	2,557	+2.0%	Shares	Sole	2025-04-21
2024-12-31	$200,167	2,506	-3.4%	Shares	Sole	2025-01-10
2024-09-30	$233,524	2,594	—	Shares	Sole	2024-10-11
No filing history on record for this holder in this stock.