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Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

MDT holding history

Medtronic plc in every 13F filed by Segment 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 (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of MDT by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−4,131−100.0%Sold outHolders
Q3 20234,131$323.7K<0.1%+196+5.0%AddedHolders
Q2 20233,935$346.7K<0.1%−150−3.7%ReducedHolders
Q1 20234,085$329.3K<0.1%00.0%UnchangedHolders
Q4 20224,085$317.5K<0.1%−400−8.9%ReducedHolders
Q3 20224,485$362.0K<0.1%−113−2.5%ReducedHolders
Q2 20224,598$413.0K0.1%−66,185−93.5%ReducedHolders
Q1 202270,783$7.85M0.8%+12,595+21.6%AddedHolders
Q4 202158,188$6.02M0.6%+190.0%AddedHolders
Q3 202158,169$7.29M0.9%+1,477+2.6%AddedHolders
Q2 202156,692$7.04M0.8%+2,849+5.3%AddedHolders
Q1 202153,843$6.36M0.8%––Holders

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