WEATHERLY ASSET MANAGEMENT L. P.

Position in MDT — Medtronic plc

CIK 934745 DEL MAR, CA

Position in MDT

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$205,273

-$22,101 QoQ

Shares Held

2,369

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

WEATHERLY ASSET MANAGEMENT L. P. holds $4,232,001 across 4 Medical Devices names.

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	24,034	$2,180,845
2	DXCM	Dexcom Inc	19,908	$1,340,803
3	GMED	Globus Medical Inc	4,794	$378,773
4	ATEC	Alphatec Holdings, Inc.	38,333	$331,580

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$205,273	2,369	+0.1%	Shares	Sole	2026-04-15
2025-12-31	$227,374	2,367	-1.5%	Shares	Sole	2026-01-16
2025-09-30	$228,956	2,404	0.0%	Shares	Sole	2025-10-16
2025-06-30	$209,556	2,404	-1.2%	Shares	Sole	2025-07-11
2025-03-31	$218,719	2,434	-2.4%	Shares	Sole	2025-05-01
2024-12-31	$199,220	2,494	-2.3%	Shares	Sole	2025-01-29
2024-09-30	$229,846	2,553	+11.2%	Shares	Sole	2024-10-29
2024-03-31	$200,009	2,295	-18.2%	Shares	Sole	2024-04-19
2023-12-31	$231,075	2,805	-35.5%	Shares	Sole	2024-02-01
2023-09-30	$340,552	4,346	-9.6%	Shares	Sole	2023-10-10
2023-06-30	$423,496	4,807	-4.2%	Shares	Sole	2023-07-21
2023-03-31	$404,631	5,019	-11.0%	Shares	Sole	2023-04-13
2022-12-31	$438,340	5,640	-3.0%	Shares	Sole	2023-01-11
2022-09-30	$469,561	5,815	-6.0%	Shares	Sole	2022-10-17
2022-06-30	$554,924	6,183	-3.3%	Shares	Sole	2022-07-18
2022-03-31	$709,303	6,393	-2.8%	Shares	Sole	2022-05-06
2021-09-30	$824,301	6,576	-1.5%	Shares	Sole	2021-11-05
2021-06-30	$828,691	6,676	-0.6%	Shares	Sole	2021-08-12
2021-03-31	$793,479	6,717	0.0%	Shares	Sole	2021-05-05
2020-12-31	$786,829	6,717	-1.0%	Shares	Sole	2021-02-02
2020-09-30	$705,097	6,785	+2.3%	Shares	Sole	2020-10-30
2020-06-30	$608,337	6,634	0.0%	Shares	Sole	2020-07-29
2020-03-31	$598,254	6,634	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.