VALLEY WEALTH MANAGERS, INC.

Position in MDT — Medtronic plc

CIK 924166 PARAMUS, NJ

Position in MDT

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

Position Value

$4,111,924

-$344,484 QoQ

Shares Held

52,562

+2.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#616

of 2,100 holders

Holding Since

Sep 2022

6 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Healthcare · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $4,193,896 across 3 Medical Devices names. MDT ranks #1 (98.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	52,562	$4,111,924
2	ABT	Abbott Laboratories	902	$81,847
3	XTNT	Xtant Medical Holdings, Inc.	298	$125

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,111,924	52,562	+2.2%	Shares	Defined	2026-08-04
2026-03-31	$4,456,408	51,430	+16598.1%	Shares	Defined	2026-05-06
2025-12-31	$29,586	308	0.0%	Shares	Sole	2026-02-04
2025-09-30	$29,333	308	+154.5%	Shares	Sole	2025-11-03
2023-03-31	$9,755	121	-39.5%	Shares	Sole	2023-05-03
2022-09-30	$16,150	200	—	Shares	Sole	2022-11-09
No filing history on record for this holder in this stock.