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Vertrix Wealth Management, LLC

Position in MDT — Medtronic plc

CIK 2118328 TROY, MI

Position in MDT

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$3,287,327
New position
Shares Held
37,938
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Vertrix Wealth Management, LLC holds $2,665,668 across 1 Medical Devices name.

# Ticker Company Shares Value (USD) Open

All Filings in MDT

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $3,287,327 37,938