Avidian Wealth Solutions, LLC

SEC CIK: 0001471474
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

MDT holding history

Medtronic plc in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDT overview All 13F holders of MDT Full Q2 2026 holdings

Shares (Q2 2026): 52,708
Value: $4.12M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MDT by Avidian Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	52,708	$4.12M	0.1%	+15,934+43.3%	Added	Holders
Q1 2026	36,774	$3.19M	0.1%	+21,949+148.1%	Added	Holders
Q4 2025	14,825	$1.42M	0.1%	−603−3.9%	Reduced	Holders
Q3 2025	15,428	$1.47M	0.1%	+867+6.0%	Added	Holders
Q2 2025	14,561	$1.27M	0.1%	−40−0.3%	Reduced	Holders
Q1 2025	14,601	$1.31M	0.1%	+3,385+30.2%	Added	Holders
Q4 2024	11,216	$895.9K	<0.1%	−2,413−17.7%	Reduced	Holders
Q3 2024	13,629	$1.23M	0.1%	+1,273+10.3%	Added	Holders
Q2 2024	12,356	$972.5K	<0.1%	−956−7.2%	Reduced	Holders
Q1 2024	13,312	$1.16M	0.1%	+847+6.8%	Added	Holders
Q4 2023	12,465	$1.03M	0.1%	−865−6.5%	Reduced	Holders
Q3 2023	13,330	$1.04M	0.1%	−6,989−34.4%	Reduced	Holders
Q2 2023	20,319	$1.79M	0.1%	−20,386−50.1%	Reduced	Holders
Q1 2023	40,705	$3.28M	0.2%	+5,985+17.2%	Added	Holders
Q4 2022	34,720	$2.70M	0.2%	+4,322+14.2%	Added	Holders
Q3 2022	30,398	$2.46M	0.2%	+1,506+5.2%	Added	Holders
Q2 2022	28,892	$2.59M	0.2%	+2,224+8.3%	Added	Holders
Q1 2022	26,668	$2.96M	0.2%	+1,909+7.7%	Added	Holders
Q4 2021	24,759	$2.56M	0.2%	+3,075+14.2%	Added	Holders
Q3 2021	21,684	$2.72M	0.2%	+1,608+8.0%	Added	Holders
Q2 2021	20,076	$2.49M	0.2%	−1,179−5.5%	Reduced	Holders
Q1 2021	21,255	$2.51M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.