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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

MDT holding history

Medtronic plc in every 13F filed by WealthPLAN Partners, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of MDT by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−5,011−100.0%Sold outHolders
Q4 20255,011$481.3K0.1%+5,011NewHolders
Q3 20240$00.0%−9,121−100.0%Sold outHolders
Q2 20249,121$717.9K0.1%−182−2.0%ReducedHolders
Q1 20249,303$810.7K0.1%+9,303NewHolders
Q4 20230$00.0%−2,579−100.0%Sold outHolders
Q3 20232,579$202.1K<0.1%+185+7.7%AddedHolders
Q2 20232,394$210.9K<0.1%−1,205−33.5%ReducedHolders
Q1 20233,599$290.2K<0.1%−26,771−88.1%ReducedHolders
Q4 202230,370$2.53M0.2%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 2022169,287$17.7M1.2%+28,836+20.5%AddedHolders
Q4 2021140,451$14.5M1.0%+8,313+6.3%AddedHolders
Q3 2021132,138$14.8M1.0%+5,859+4.6%AddedHolders
Q2 2021126,279$15.9M1.1%+9,775+8.4%AddedHolders
Q1 2021116,504$15.0M1.2%––Holders

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