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TRED AVON FAMILY WEALTH, LLC

Position in MDT — Medtronic plc

CIK 2094435 EASTON, MD

Position in MDT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$428,231
-$117,404 QoQ
Shares Held
5,474
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,422
of 2,098 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

TRED AVON FAMILY WEALTH, LLC holds $4,006,995 across 5 Medical Devices names. MDT ranks #3 (10.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MDT
Medtronic plc
This page
5,474 $428,231

All Filings in MDT

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $428,231 5,474
2026-03-31 $545,635 6,297
2025-12-31 $612,478 6,376
2025-09-30 $446,675 4,690