TRB Wealth Management, LLC

Position in MDT — Medtronic plc

CIK 2130988 HOUSTON, TX

Position in MDT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$345,541

+$31,522 QoQ

Shares Held

4,417

+21.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,523

of 2,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

TRB Wealth Management, LLC holds $1,479,689 across 5 Medical Devices names. MDT ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	1,538	$484,223
2	MDT	Medtronic plc This page	4,417	$345,541
3	ABT	Abbott Laboratories	3,434	$311,601
4	BSX	Boston Scientific Corp	5,793	$247,245
5	BFLY	Butterfly Network, Inc.	10,817	$91,079

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,541	4,417	+21.9%	Shares	Sole	2026-08-12
2026-03-31	$314,019	3,624	—	Shares	Other	2026-05-14
No filing history on record for this holder in this stock.