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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

MDT holding history

Medtronic plc in every 13F filed by Heritage Wealth Advisors, 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)
652
Value
$51.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MDT by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026652$51.0K<0.1%+650+32,500.0%AddedHolders
Q1 20262$193<0.1%00.0%UnchangedHolders
Q4 20252$214<0.1%00.0%UnchangedHolders
Q3 20252$212<0.1%00.0%UnchangedHolders
Q2 20252$193<0.1%00.0%UnchangedHolders
Q1 20252$199<0.1%−2−50.0%ReducedHolders
Q4 20244$297<0.1%+1+33.3%AddedHolders
Q3 20243$244<0.1%−198−98.5%ReducedHolders
Q2 2024201$15.8K<0.1%−500,024−100.0%ReducedHolders
Q1 2024500,225$43.6M2.0%+26,284+5.5%AddedHolders
Q4 2023473,941$39.0M1.9%−13,734−2.8%ReducedHolders
Q3 2023487,675$38.2M2.1%+26,427+5.7%AddedHolders
Q2 2023461,248$40.6M2.2%+11,302+2.5%AddedHolders
Q1 2023449,946$36.3M2.0%+149,718+49.9%AddedHolders
Q4 2022300,228$23.3M1.4%+12,756+4.4%AddedHolders
Q3 2022287,472$23.2M1.7%+24,709+9.4%AddedHolders
Q2 2022262,763$23.6M1.6%+87,477+49.9%AddedHolders
Q1 2022175,286$19.4M1.1%+26,953+18.2%AddedHolders
Q4 2021148,333$15.3M0.8%+15,159+11.4%AddedHolders
Q3 2021133,174$16.7M1.0%+5,731+4.5%AddedHolders
Q2 2021127,443$15.8M1.0%+13,357+11.7%AddedHolders
Q1 2021114,086$13.5M0.8%––Holders

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