JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in MDT — Medtronic plc
CIK 2122180
AMMON, ID
Position in MDT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,034,982
+$27,937 QoQ
Shares Held
13,230
+13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,042
of 2,098 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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $1,034,982 across 1 Medical Devices name. MDT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
13,230 | $1,034,982 |
All Filings in MDT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,034,982 | 13,230 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,007,045 | 11,622 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,049,888 | 42,160 | Shares | Other | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||