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Intergy Private Wealth, LLC

SEC CIK
0001911342
Latest filing
Jul 17, 2026

MDT holding history

Medtronic plc in every 13F filed by Intergy Private Wealth, 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)
3,956
Value
$309.5K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of MDT by Intergy Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,956$309.5K0.1%+550+16.1%AddedHolders
Q1 20263,406$295.1K0.1%−197−5.5%ReducedHolders
Q4 20253,603$346.1K0.1%+25+0.7%AddedHolders
Q3 20253,578$340.8K0.1%+652+22.3%AddedHolders
Q2 20252,926$255.1K0.1%−79−2.6%ReducedHolders
Q1 20253,005$270.0K0.1%+478+18.9%AddedHolders
Q4 20242,527$201.9K0.1%+2,527NewHolders