Skip to main content

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

MDT holding history

Medtronic plc in every 13F filed by Regent Peak 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 (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of MDT by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−25,287−100.0%Sold outHolders
Q3 202325,287$1.98M0.6%+370+1.5%AddedHolders
Q2 202324,917$2.20M0.6%−1,942−7.2%ReducedHolders
Q1 202326,859$2.17M0.7%+8,345+45.1%AddedHolders
Q4 202218,514$1.45M0.5%+4,265+29.9%AddedHolders
Q3 202214,249$1.15M0.4%+560+4.1%AddedHolders
Q2 202213,689$1.23M0.4%+9,959+267.0%AddedHolders
Q1 20223,730$414.0K0.1%+257+7.4%AddedHolders
Q4 20213,473$359.0K0.1%−13,712−79.8%ReducedHolders
Q3 202117,185$2.15M0.6%+305+1.8%AddedHolders
Q2 202116,880$2.22M0.6%+844+5.3%AddedHolders
Q1 202116,036$1.89M0.6%––Holders

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