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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

MDT holding history

Medtronic plc in every 13F filed by Xcel 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 (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of MDT by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−8,781−100.0%Sold outHolders
Q1 20268,781$760.9K0.2%−514−5.5%ReducedHolders
Q4 20259,295$892.9K0.2%−100−1.1%ReducedHolders
Q3 20259,395$894.8K0.2%−365−3.7%ReducedHolders
Q2 20259,760$850.8K0.2%−1,337−12.0%ReducedHolders
Q1 202511,097$997.2K0.3%−179−1.6%ReducedHolders
Q4 202411,276$900.7K0.2%−150−1.3%ReducedHolders
Q3 202411,426$1.03M0.3%−190−1.6%ReducedHolders
Q2 202411,616$914.3K0.3%−204−1.7%ReducedHolders
Q1 202411,820$1.03M0.3%+140+1.2%AddedHolders
Q4 202311,680$962.2K0.3%−2,549−17.9%ReducedHolders
Q3 202314,229$1.11M0.4%−3,702−20.6%ReducedHolders
Q2 202317,931$1.58M0.5%−1,661−8.5%ReducedHolders
Q1 202319,592$1.58M0.6%−173−0.9%ReducedHolders
Q4 202219,765$1.54M0.6%−42,587−68.3%ReducedHolders
Q3 202262,352$5.04M1.9%−13,087−17.3%ReducedHolders
Q2 202275,439$6.77M2.5%−464−0.6%ReducedHolders
Q1 202275,903$8.42M2.3%+4,765+6.7%AddedHolders
Q4 202171,138$7.36M1.9%+13,926+24.3%AddedHolders
Q3 202157,212$7.17M2.1%−13,380−19.0%ReducedHolders
Q2 202170,592$8.76M2.6%−161−0.2%ReducedHolders
Q1 202170,753$8.36M3.0%––Holders

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