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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

MDT holding history

Medtronic plc in every 13F filed by Simplicity 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)
16,716
Value
$1.31M
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of MDT by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,716$1.31M<0.1%+1,780+11.9%AddedHolders
Q1 202614,936$1.29M0.1%−1,990−11.8%ReducedHolders
Q4 202516,926$1.63M0.1%−4,672−21.6%ReducedHolders
Q3 202521,598$2.06M0.1%−17,499−44.8%ReducedHolders
Q2 202539,097$3.41M0.1%+17,070+77.5%AddedHolders
Q1 202522,027$1.98M0.2%+17,617+399.5%AddedHolders
Q4 20244,410$352.3K0.1%−12,266−73.6%ReducedHolders
Q3 202416,676$1.50M0.1%−55,740−77.0%ReducedHolders
Q2 202472,416$5.70M0.1%+110.0%AddedHolders
Q1 202472,405$6.31M0.2%+65,380+930.7%AddedHolders
Q4 20237,025$578.7K0.2%+7,025NewHolders