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AssuredPartners Investment Advisors, LLC

Position in MDT — Medtronic plc

CIK 2055492 Tampa, FL

Position in MDT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$368,932
-$162,665 QoQ
Shares Held
4,716
-23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,498
of 2,103 holders
Holding Since
Dec 2024
6 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

AssuredPartners Investment Advisors, LLC holds $1,602,480 across 3 Medical Devices names. MDT ranks #2 (23.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MDT
Medtronic plc
This page
4,716 $368,932

All Filings in MDT

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $368,932 4,716
2026-03-31 $531,597 6,135
2025-12-31 $788,364 8,207
2025-09-30 $257,243 2,701
2025-03-31 $1,038,332 11,555
2024-12-31 $920,297 11,521