Provenance Wealth Advisors, LLC

Position in MDT — Medtronic plc

CIK 2081584 FORT LAUDERDALE, FL

Position in MDT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$37,941

+$8,914 QoQ

Shares Held

485

+44.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,915

of 2,098 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Provenance Wealth Advisors, LLC holds $407,385 across 9 Medical Devices names. MDT ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	3,129	$283,925
2	SYK	Stryker Corp	234	$73,672
3	MDT	Medtronic plc This page	485	$37,941
4	GEHC	GE HealthCare Technologies Inc.	98	$6,272
5	BSX	Boston Scientific Corp	57	$2,432
6	ITGR	Integer Holdings Corp	12	$1,121
7	PODD	Insulet Corp	5	$761
8	EW	Edwards Lifesciences Corp	8	$723

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,941	485	+44.8%	Shares	Sole	2026-07-24
2026-03-31	$29,027	335	-4.3%	Shares	Sole	2026-04-20
2025-12-31	$33,621	350	0.0%	Shares	Sole	2026-01-26
2025-09-30	$33,334	350	-11.4%	Shares	Sole	2025-11-12
2025-06-30	$34,432	395	-80.5%	Shares	Sole	2025-08-15
2025-03-31	$181,966	2,025	-47.5%	Shares	Sole	2025-08-15
2024-12-31	$308,336	3,860	-71.1%	Shares	Sole	2025-08-15
2024-09-30	$1,203,701	13,370	+2.0%	Shares	Sole	2025-08-15
2024-06-30	$1,031,888	13,110	-0.3%	Shares	Sole	2025-08-15
2024-03-31	$1,145,935	13,149	+4.1%	Shares	Sole	2025-08-15
2023-12-31	$1,040,788	12,634	+5.5%	Shares	Sole	2025-08-15
2023-09-30	$938,674	11,979	—	Shares	Sole	2025-08-15
No filing history on record for this holder in this stock.