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Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

MDT holding history

Medtronic plc in every 13F filed by Phoenix Wealth Advisors, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of MDT by Phoenix Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−25,868−100.0%Sold outHolders
Q4 202525,868$2.48M1.0%−482−1.8%ReducedHolders
Q3 202526,350$2.51M1.0%−902−3.3%ReducedHolders
Q2 202527,252$2.38M1.0%−1,072−3.8%ReducedHolders
Q1 202528,324$2.55M1.1%−279−1.0%ReducedHolders
Q4 202428,603$2.28M1.0%−1,274−4.3%ReducedHolders
Q3 202429,877$2.69M1.2%−293−1.0%ReducedHolders
Q2 202430,170$2.37M1.2%+362+1.2%AddedHolders
Q1 202429,808$2.60M1.6%+792+2.7%AddedHolders
Q4 202329,016$2.40M1.7%−2,176−7.0%ReducedHolders
Q3 202331,192$2.44M1.4%+803+2.6%AddedHolders
Q2 202330,389$2.68M1.6%−490−1.6%ReducedHolders
Q1 202330,879$2.49M1.5%+30,879NewHolders
Q3 20220$00.0%−8,179−100.0%Sold outHolders
Q2 20228,179$734.0K0.7%+8,179NewHolders
Q1 20220$00.0%−5,301−100.0%Sold outHolders
Q4 20215,301$548.0K0.4%+2,581+94.9%AddedHolders
Q3 20212,720$341.0K0.3%+85+3.2%AddedHolders
Q2 20212,635$335.0K0.2%+212+8.7%AddedHolders
Q1 20212,423$286.0K0.2%––Holders

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