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CRUX WEALTH ADVISORS

Position in MDT — Medtronic plc

CIK 2054270 LONG BEACH, CA

Position in MDT

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$1,271,393
-$96,377 QoQ
Shares Held
16,252
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#956
of 2,103 holders
Holding Since
Dec 2024
7 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

CRUX WEALTH ADVISORS holds $3,374,524 across 3 Medical Devices names. MDT ranks #2 (37.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MDT
Medtronic plc
This page
16,252 $1,271,393

All Filings in MDT

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,271,393 16,252
2026-03-31 $1,367,770 15,785
2025-12-31 $1,491,619 15,528
2025-09-30 $1,497,649 15,725
2025-06-30 $1,312,605 15,058
2025-03-31 $1,282,032 14,267
2024-12-31 $1,025,339 12,836