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Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

MDT holding history

Medtronic plc in every 13F filed by Live Oak Private Wealth 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of MDT by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−2,281−100.0%Sold outHolders
Q2 20232,281$200.9K<0.1%+2,281NewHolders
Q4 20220$00.0%−3,635−100.0%Sold outHolders
Q3 20223,635$294.0K0.1%−18,391−83.5%ReducedHolders
Q2 202222,026$1.98M0.4%+2,517+12.9%AddedHolders
Q1 202219,509$2.16M0.4%+6,002+44.4%AddedHolders
Q4 202113,507$1.40M0.3%+1,795+15.3%AddedHolders
Q3 202111,712$1.47M0.3%+2,348+25.1%AddedHolders
Q2 20219,364$1.16M0.3%+961+11.4%AddedHolders
Q1 20218,403$993.0K0.2%––Holders

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