INVESTMENT ADVISORY SERVICES INC /TX /ADV

Position in MDT — Medtronic plc

CIK 925953 THE WOODLANDS, TX

Position in MDT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$450,995

-$260,661 QoQ

Shares Held

5,765

-29.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,395

of 2,100 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

INVESTMENT ADVISORY SERVICES INC /TX /ADV holds $5,080,581 across 3 Medical Devices names. MDT ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	9,805	$3,087,006
2	ABT	Abbott Laboratories	17,000	$1,542,580
3	MDT	Medtronic plc This page	5,765	$450,995

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$450,995	5,765	-29.8%	Shares	Sole	2026-07-14
2026-03-31	$711,656	8,213	-0.1%	Shares	Sole	2026-04-17
2025-12-31	$789,517	8,219	+0.5%	Shares	Sole	2026-01-22
2025-09-30	$778,872	8,178	+0.1%	Shares	Sole	2025-10-22
2025-06-30	$712,091	8,169	-2.2%	Shares	Sole	2025-07-17
2025-03-31	$750,870	8,356	+0.1%	Shares	Sole	2025-04-24
2024-12-31	$666,758	8,347	+1.0%	Shares	Sole	2025-01-28
2024-09-30	$744,187	8,266	+0.8%	Shares	Sole	2024-10-15
2024-06-30	$645,422	8,200	-8.2%	Shares	Sole	2024-07-17
2024-03-31	$778,249	8,930	+0.5%	Shares	Sole	2024-04-25
2023-12-31	$732,193	8,888	-4.7%	Shares	Sole	2024-01-11
2023-09-30	$730,863	9,327	+0.4%	Shares	Sole	2023-10-19
2023-06-30	$818,360	9,289	+7.8%	Shares	Sole	2023-08-14
2023-03-31	$694,944	8,620	+1.6%	Shares	Sole	2023-04-24
2022-12-31	$659,221	8,482	-6.3%	Shares	Sole	2023-02-15
2022-09-30	$731,110	9,054	-1.7%	Shares	Sole	2022-10-27
2022-06-30	$826,238	9,206	-2.2%	Shares	Sole	2022-08-15
2022-03-31	$1,044,372	9,413	+1.3%	Shares	Sole	2022-05-04
2021-09-30	$1,164,626	9,291	+1.7%	Shares	Sole	2021-10-27
2021-06-30	$1,134,548	9,140	+2.2%	Shares	Sole	2021-08-16
2020-12-31	$1,047,583	8,943	+2.5%	Shares	Sole	2021-03-10
2020-09-30	$907,013	8,728	+8.4%	Shares	Sole	2021-03-10
2020-06-30	$738,368	8,052	+1.9%	Shares	Sole	2021-03-10
2020-03-31	$712,422	7,900	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.