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Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

MDT holding history

Medtronic plc in every 13F filed by Amplius 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2021
Holdings of MDT by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,253−100.0%Sold outHolders
Q4 20252,253$216.4K<0.1%−477−17.5%ReducedHolders
Q3 20252,730$260.0K<0.1%−234−7.9%ReducedHolders
Q2 20252,964$258.4K<0.1%+2,964NewHolders
Q3 20220$00.0%−5,171−100.0%Sold outHolders
Q2 20225,171$464.0K0.1%−1,785−25.7%ReducedHolders
Q1 20226,956$771.0K0.1%+3,316+91.1%AddedHolders
Q4 20213,640$376.0K0.1%–No prior filingHolders