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Roberts Wealth Advisors, LLC

SEC CIK
0001885319
Latest filing
Jul 29, 2026

MDT holding history

Medtronic plc in every 13F filed by Roberts 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q3 2021
Holdings of MDT by Roberts Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−34,152−100.0%Sold outHolders
Q2 202534,152$2.98M0.9%−358−1.0%ReducedHolders
Q1 202534,510$3.10M1.0%−171−0.5%ReducedHolders
Q4 202434,681$2.96M0.9%−15,334−30.7%ReducedHolders
Q3 202450,015$4.41M1.4%+850+1.7%AddedHolders
Q2 202449,165$3.78M1.3%+1,596+3.4%AddedHolders
Q1 202447,569$3.82M1.4%+1,137+2.4%AddedHolders
Q4 202346,432––+1,987+4.5%AddedHolders
Q3 202344,445$3.19M1.4%+778+1.8%AddedHolders
Q2 202343,667$3.85M1.7%−84−0.2%ReducedHolders
Q1 202343,751$3.48M1.6%+11,370+35.1%AddedHolders
Q4 202232,381$2.53M1.2%−5,852−15.3%ReducedHolders
Q3 202238,233$3.23M1.6%+169+0.4%AddedHolders
Q2 202238,064$3.41M1.5%+1,199+3.3%AddedHolders
Q1 202236,865$4.15M1.6%+1,180+3.3%AddedHolders
Q4 202135,685$3.79M1.4%+809+2.3%AddedHolders
Q3 202134,876$4.37M1.7%–No prior filingHolders