MCCARTER PRIVATE WEALTH SERVICES LLC

Position in MDT — Medtronic plc

CIK 2036922 Boston, MA

Position in MDT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$401,476

+$63,282 QoQ

Shares Held

5,132

+31.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,457

of 2,103 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MCCARTER PRIVATE WEALTH SERVICES LLC holds $2,602,762 across 3 Medical Devices names. MDT ranks #3 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EW	Edwards Lifesciences Corp	18,054	$1,633,164
2	ABT	Abbott Laboratories	6,261	$568,122
3	MDT	Medtronic plc This page	5,132	$401,476

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$401,476	5,132	+31.5%	Shares	Other	2026-08-05
2026-03-31	$338,194	3,903	+21.7%	Shares	Other	2026-05-15
2025-12-31	$308,160	3,208	—	Shares	Other	2026-02-10
No filing history on record for this holder in this stock.