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Livermore
Livermore
ZHEN

Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

MDT holding history

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

MDT overviewAll 13F holders of MDTFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of MDT by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,857−100.0%Sold outHolders
Q1 20262,857$247.6K<0.1%+264+10.2%AddedHolders
Q4 20252,593$249.1K<0.1%−180−6.5%ReducedHolders
Q3 20252,773$264.1K<0.1%+19+0.7%AddedHolders
Q2 20252,754$240.0K<0.1%−390−12.4%ReducedHolders
Q1 20253,144$282.5K<0.1%−837−21.0%ReducedHolders
Q4 20243,981$318.0K<0.1%+760+23.6%AddedHolders
Q3 20243,221$290.0K<0.1%+606+23.2%AddedHolders
Q2 20242,615$205.8K<0.1%−310−10.6%ReducedHolders
Q1 20242,925$254.9K<0.1%−206−6.6%ReducedHolders
Q4 20233,131$257.9K<0.1%−406−11.5%ReducedHolders
Q3 20233,537$277.2K<0.1%+133+3.9%AddedHolders
Q2 20233,404$299.9K<0.1%+3,404NewHolders
Q4 20220$00.0%−2,628−100.0%Sold outHolders
Q3 20222,628$212.0K<0.1%+88+3.5%AddedHolders
Q2 20222,540$228.0K<0.1%+187+7.9%AddedHolders
Q1 20222,353$261.0K<0.1%−4,487−65.6%ReducedHolders
Q4 20216,840$708.0K<0.1%+4,377+177.7%AddedHolders
Q3 20212,463$309.0K<0.1%+653+36.1%AddedHolders
Q2 20211,810$225.0K<0.1%−201−10.0%ReducedHolders
Q1 20212,011$238.0K<0.1%––Holders

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