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ALTFEST L J & CO INC

Position in MDT — Medtronic plc

CIK 712050 NEW YORK, NY

Position in MDT

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$766,966
-$76,311 QoQ
Shares Held
9,804
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,159
of 2,103 holders
Holding Since
Mar 2020
25 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

ALTFEST L J & CO INC holds $1,490,526 across 2 Medical Devices names. MDT ranks #1 (51.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MDT
Medtronic plc
This page
9,804 $766,966

All Filings in MDT

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $766,966 9,804
2026-03-31 $843,277 9,732
2025-12-31 $930,725 9,689
2025-09-30 $873,446 9,171
2025-06-30 $813,993 9,338
2025-03-31 $830,665 9,244
2024-12-31 $721,177 18,127
2024-09-30 $820,083 9,109
2024-06-30 $745,855 9,476
2024-03-31 $822,173 9,434
2023-12-31 $766,216 9,301
2023-09-30 $1,282,596 16,368
2023-06-30 $1,413,035 16,039
2023-03-31 $1,288,307 15,980
2022-12-31 $1,234,815 15,888
2022-09-30 $1,361,202 16,857
2022-06-30 $1,455,924 16,222
2022-03-31 $1,492,832 13,455
2021-09-30 $1,056,073 8,425
2021-06-30 $1,044,926 8,418
2021-03-31 $1,012,492 8,571
2020-12-31 $1,981,657 16,917
2020-09-30 $1,611,383 15,506
2020-06-30 $1,571,279 17,135
2020-03-31 $735,147 8,152