Catherine Avery Investment Management LLC
Position in MDT — Medtronic plc
CIK 2103454
LONGBOAT KEY, FL
Position in MDT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$213,489
-$39,962 QoQ
Shares Held
2,729
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,751
of 2,098 holders
Holding Since
Dec 2024
7 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, 2026Catherine Avery Investment Management LLC holds $304,229 across 2 Medical Devices names. MDT ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
2,729 | $213,489 | |
| 2 | ABT |
Abbott Laboratories
|
1,000 | $90,740 |
All Filings in MDT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,489 | 2,729 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $253,451 | 2,925 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $293,943 | 3,060 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $292,291 | 3,069 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $3,503,885 | 40,196 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $3,556,658 | 39,580 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $2,947,731 | 36,902 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||