Alvarez & Marsal Private Wealth Partners, LLC
Position in MDT — Medtronic plc
CIK 2109121
WEST PALM BEACH, FL
Position in MDT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$219,435
+$2,984 QoQ
Shares Held
2,805
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,737
of 2,100 holders
Holding Since
Mar 2026
2 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, 2026Alvarez & Marsal Private Wealth Partners, LLC holds $435,849 across 2 Medical Devices names. MDT ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
2,805 | $219,435 | |
| 2 | ABT |
Abbott Laboratories
|
2,385 | $216,414 |
All Filings in MDT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,435 | 2,805 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $216,451 | 2,498 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||