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Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

MDT holding history

Medtronic plc in every 13F filed by Octavia 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 (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q3 2021
Holdings of MDT by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−2,431−100.0%Sold outHolders
Q1 20242,431$213.5K<0.1%−530−17.9%ReducedHolders
Q4 20232,961$246.0K<0.1%−125−4.1%ReducedHolders
Q3 20233,086$243.9K<0.1%+274+9.7%AddedHolders
Q2 20232,812$249.7K0.1%+59+2.1%AddedHolders
Q1 20232,753$223.8K0.1%+41+1.5%AddedHolders
Q4 20222,712$212.6K0.1%+2,712NewHolders
Q3 20220$00.0%−2,481−100.0%Sold outHolders
Q2 20222,481$226.0K0.1%+391+18.7%AddedHolders
Q1 20222,090$233.0K0.1%−21−1.0%ReducedHolders
Q4 20212,111$219.0K<0.1%+468+28.5%AddedHolders
Q3 20211,643$207.0K0.1%+1,643NewHolders