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ADVISORTRUST PARTNERS, LLC

Position in MDT — Medtronic plc

CIK 2115523 RALEIGH, NC

Position in MDT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$850,751
-$3,135,062 QoQ
Shares Held
10,875
-76.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,115
of 2,103 holders
Holding Since
Dec 2025
3 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

ADVISORTRUST PARTNERS, LLC holds $1,646,217 across 3 Medical Devices names. MDT ranks #1 (51.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MDT
Medtronic plc
This page
10,875 $850,751

All Filings in MDT

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $850,751 10,875
2026-03-31 $3,985,813 45,999
2025-12-31 $4,084,567 42,521