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PlanVest Financial, Inc

Position in MDT — Medtronic plc

CIK 2135239 GAITHERSBURG, MD

Position in MDT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$85,348
-$9,187 QoQ
Shares Held
1,091
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,816
of 2,075 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, 2026

PlanVest Financial, Inc holds $502,707 across 7 Medical Devices names. MDT ranks #2 (17.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MDT
Medtronic plc
This page
1,091 $85,348

All Filings in MDT

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $85,348 1,091
2026-03-31 $94,535 1,091