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Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

MDT holding history

Medtronic plc in every 13F filed by Dougherty Wealth Advisers 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
21
Since Q1 2021
Holdings of MDT by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−500−100.0%Sold outHolders
Q1 2026500$43.3K<0.1%00.0%UnchangedHolders
Q4 2025500$48.0K<0.1%00.0%UnchangedHolders
Q3 2025500$47.6K<0.1%00.0%UnchangedHolders
Q2 2025500$43.6K<0.1%00.0%UnchangedHolders
Q1 2025500$44.9K<0.1%00.0%UnchangedHolders
Q4 2024500$39.9K<0.1%00.0%UnchangedHolders
Q3 2024500$45.0K<0.1%00.0%UnchangedHolders
Q2 2024500$39.4K<0.1%00.0%UnchangedHolders
Q1 2024500$43.6K<0.1%00.0%UnchangedHolders
Q4 2023500$41.2K<0.1%00.0%UnchangedHolders
Q3 2023500$39.2K<0.1%00.0%UnchangedHolders
Q2 2023500$44.0K0.1%−600−54.5%ReducedHolders
Q1 20231,100$88.7K0.1%00.0%UnchangedHolders
Q4 20221,100$85.5K0.1%00.0%UnchangedHolders
Q3 20221,100$89.0K0.2%00.0%UnchangedHolders
Q2 20221,100$99.0K0.2%00.0%UnchangedHolders
Q1 20221,100$122.0K0.2%00.0%UnchangedHolders
Q4 20211,100$114.0K0.2%00.0%UnchangedHolders
Q3 20211,100$138.0K0.2%00.0%UnchangedHolders
Q2 20211,100$137.0K0.2%00.0%UnchangedHolders
Q1 20211,100$130.0K0.2%––Holders

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