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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

MDT holding history

Medtronic plc in every 13F filed by IVC 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 2026)
5,922
Value
$463.3K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MDT by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,922$463.3K0.2%−174−2.9%ReducedHolders
Q1 20266,096$528.2K0.2%+320+5.5%AddedHolders
Q4 20255,776$554.8K0.2%−53−0.9%ReducedHolders
Q3 20255,829$555.2K0.2%+8+0.1%AddedHolders
Q2 20255,821$507.4K0.2%+217+3.9%AddedHolders
Q1 20255,604$503.6K0.3%+535+10.6%AddedHolders
Q4 20245,069$404.9K0.2%−387−7.1%ReducedHolders
Q3 20245,456$491.2K0.3%−1,481−21.3%ReducedHolders
Q2 20246,937$546.0K0.3%+667+10.6%AddedHolders
Q1 20246,270$546.4K0.3%+592+10.4%AddedHolders
Q4 20235,678$467.8K0.3%−164−2.8%ReducedHolders
Q3 20235,842$457.8K0.3%−59−1.0%ReducedHolders
Q2 20235,901$519.9K0.3%+93+1.6%AddedHolders
Q1 20235,808$468.2K0.3%−3,854−39.9%ReducedHolders
Q4 20229,662$429.7K0.3%+4,100+73.7%AddedHolders
Q3 20225,562$449.0K0.4%+166+3.1%AddedHolders
Q2 20225,396$484.0K0.4%+121+2.3%AddedHolders
Q1 20225,275$585.0K0.4%+443+9.2%AddedHolders
Q4 20214,832$500.0K0.3%−20.0%ReducedHolders
Q3 20214,834$606.0K0.4%+150+3.2%AddedHolders
Q2 20214,684$581.0K0.4%+245+5.5%AddedHolders
Q1 20214,439$524.0K0.4%––Holders

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