XML Financial, LLC

SEC CIK: 0001800465
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

MDT holding history

Medtronic plc in every 13F filed by XML Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDT overview All 13F holders of MDT Full Q2 2026 holdings

Shares (Q2 2026): 14,806
Value: $1.16M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MDT by XML Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,806	$1.16M	0.1%	−1,250−7.8%	Reduced	Holders
Q1 2026	16,056	$1.39M	0.1%	−2,106−11.6%	Reduced	Holders
Q4 2025	18,162	$1.74M	0.1%	−1,199−6.2%	Reduced	Holders
Q3 2025	19,361	$1.84M	0.2%	+4,280+28.4%	Added	Holders
Q2 2025	15,081	$1.31M	0.1%	+2,146+16.6%	Added	Holders
Q1 2025	12,935	$1.16M	0.1%	−555−4.1%	Reduced	Holders
Q4 2024	13,490	$1.08M	0.1%	+954+7.6%	Added	Holders
Q3 2024	12,536	$1.13M	0.1%	+1,351+12.1%	Added	Holders
Q2 2024	11,185	$880.4K	0.1%	+460+4.3%	Added	Holders
Q1 2024	10,725	$934.7K	0.1%	−303−2.7%	Reduced	Holders
Q4 2023	11,028	$908.5K	0.1%	−5,712−34.1%	Reduced	Holders
Q3 2023	16,740	$1.31M	0.2%	−577−3.3%	Reduced	Holders
Q2 2023	17,317	$1.53M	0.2%	+1,850+12.0%	Added	Holders
Q1 2023	15,467	$1.25M	0.2%	+1,735+12.6%	Added	Holders
Q4 2022	13,732	$1.07M	0.1%	+1,473+12.0%	Added	Holders
Q3 2022	12,259	$990.0K	0.1%	+8,087+193.8%	Added	Holders
Q2 2022	4,172	$374.0K	0.1%	−7,089−63.0%	Reduced	Holders
Q1 2022	11,261	$1.25M	0.1%	+1,241+12.4%	Added	Holders
Q4 2021	10,020	$1.04M	0.1%	+372+3.9%	Added	Holders
Q3 2021	9,648	$1.21M	0.2%	+7,540+357.7%	Added	Holders
Q2 2021	2,108	$262.0K	0.1%	−15−0.7%	Reduced	Holders
Q1 2021	2,123	$251.0K	0.1%	–	–	Holders

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