Brown Financial Advisors

Position in MDT — Medtronic plc

CIK 2035548 MILFORD, OH

Position in MDT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,852,577

-$304,738 QoQ

Shares Held

21,380

-4.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

Brown Financial Advisors holds $6,147,213 across 5 Medical Devices names. MDT ranks #1 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	21,380	$1,852,577
2	ABT	Abbott Laboratories	16,679	$1,712,432
3	DXCM	Dexcom Inc	15,142	$950,917
4	BSX	Boston Scientific Corp	13,132	$824,033
5	PODD	Insulet Corp	3,847	$807,254

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,852,577	21,380	-4.8%	Shares	Sole	2026-05-15
2025-12-31	$2,157,315	22,458	-0.0%	Shares	Sole	2026-02-17
2025-09-30	$2,139,280	22,462	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$1,961,063	22,497	+3.7%	Shares	Sole	2025-08-15
2025-03-31	$1,950,141	21,702	+1.6%	Shares	Sole	2025-05-12
2024-12-31	$1,706,476	21,363	+11.9%	Shares	Sole	2025-02-04
2024-09-30	$1,719,482	19,099	-14.3%	Shares	Sole	2024-11-18
2024-06-30	$1,753,973	22,284	—	Shares	Sole	2024-08-30
No filing history on record for this holder in this stock.