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ONE WEALTH CAPITAL MANAGEMENT, LLC

Position in MDT — Medtronic plc

CIK 2050308 SCOTTSDALE, AZ

Position in MDT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$322,072
+$99,117 QoQ
Shares Held
4,117
+77.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,558
of 2,098 holders
Holding Since
Sep 2025
3 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

ONE WEALTH CAPITAL MANAGEMENT, LLC holds $1,310,235 across 4 Medical Devices names. MDT ranks #3 (24.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MDT
Medtronic plc
This page
4,117 $322,072

All Filings in MDT

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $322,072 4,117
2025-12-31 $222,955 2,321
2025-09-30 $202,765 2,129