CARRET ASSET MANAGEMENT, LLC

Position in MDT — Medtronic plc

CIK 791490 NEW YORK, NY

Position in MDT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$277,794

+$68,102 QoQ

Shares Held

3,551

+36.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,626

of 2,098 holders

Holding Since

Dec 2020

10 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Healthcare · as of Jun 30, 2026

CARRET ASSET MANAGEMENT, LLC holds $28,879,836 across 5 Medical Devices names. MDT ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEN	Penumbra Inc	72,000	$22,734,000
2	ABT	Abbott Laboratories	50,695	$4,600,064
3	PACB	Pacific Biosciences Of California, Inc.	600,140	$1,008,235
4	MDT	Medtronic plc This page	3,551	$277,794
5	SYK	Stryker Corp	825	$259,743

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,794	3,551	+36.5%	Shares	Sole	2026-08-04
2023-03-31	$209,692	2,601	0.0%	Shares	Sole	2023-05-11
2022-12-31	$202,149	2,601	-20.0%	Shares	Sole	2023-01-10
2022-09-30	$262,518	3,251	-2.6%	Shares	Sole	2022-11-14
2022-06-30	$299,675	3,339	+0.9%	Shares	Sole	2022-08-04
2022-03-31	$367,133	3,309	0.0%	Shares	Sole	2022-04-13
2021-09-30	$414,783	3,309	-5.0%	Shares	Sole	2021-10-27
2021-06-30	$432,344	3,483	0.0%	Shares	Sole	2021-07-14
2021-03-31	$411,446	3,483	0.0%	Shares	Sole	2021-07-14
2020-12-31	$407,998	3,483	—	Shares	Sole	2021-03-16
No filing history on record for this holder in this stock.