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Livermore
Livermore
ZHEN

HHM Wealth Advisors, LLC

SEC CIK
0001750086
Latest filing
Jul 13, 2026

MDT holding history

Medtronic plc in every 13F filed by HHM Wealth Advisors, 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)
1,934
Value
$151.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MDT by HHM Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,934$151.3K<0.1%−71−3.5%ReducedHolders
Q1 20262,005$173.7K<0.1%−942−32.0%ReducedHolders
Q4 20252,947$283.1K<0.1%−622−17.4%ReducedHolders
Q3 20253,569$339.9K<0.1%00.0%UnchangedHolders
Q2 20253,569$311.1K<0.1%−26−0.7%ReducedHolders
Q1 20253,595$323.0K<0.1%+571+18.9%AddedHolders
Q4 20243,024$241.6K<0.1%−317−9.5%ReducedHolders
Q3 20243,341$300.8K<0.1%+25+0.8%AddedHolders
Q2 20243,316$261.0K<0.1%+925+38.7%AddedHolders
Q1 20242,391$208.4K<0.1%−65−2.6%ReducedHolders
Q4 20232,456$202.3K<0.1%+164+7.2%AddedHolders
Q3 20232,292$179.6K<0.1%00.0%UnchangedHolders
Q2 20232,292$201.9K<0.1%+555+32.0%AddedHolders
Q1 20231,737$140.0K<0.1%+129+8.0%AddedHolders
Q4 20221,608$125.0K<0.1%+34+2.2%AddedHolders
Q3 20221,574$127.0K<0.1%−1,266−44.6%ReducedHolders
Q2 20222,840$255.0K0.1%+124+4.6%AddedHolders
Q1 20222,716$301.0K0.1%−55−2.0%ReducedHolders
Q4 20212,771$287.0K0.1%00.0%UnchangedHolders
Q3 20212,771$347.0K0.1%−81−2.8%ReducedHolders
Q2 20212,852$354.0K0.1%00.0%UnchangedHolders
Q1 20212,852$337.0K0.1%––Holders

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