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Balboa Wealth Partners

SEC CIK
0001929008
Latest filing
Aug 10, 2026

MDT holding history

Medtronic plc in every 13F filed by Balboa Wealth Partners, 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)
4,342
Value
$339.6K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2023
Holdings of MDT by Balboa Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,342$339.6K<0.1%+325+8.1%AddedHolders
Q1 20264,017$348.0K0.1%−335−7.7%ReducedHolders
Q4 20254,352$418.0K0.1%+1,986+83.9%AddedHolders
Q3 20252,366$225.3K<0.1%−17−0.7%ReducedHolders
Q2 20252,383$207.7K<0.1%−39−1.6%ReducedHolders
Q1 20252,422$217.6K0.1%−145−5.6%ReducedHolders
Q4 20242,567$205.0K<0.1%−88−3.3%ReducedHolders
Q3 20242,655$239.0K0.1%+2,655NewHolders
Q3 20230$00.0%−2,399−100.0%Sold outHolders
Q2 20232,399$211.3K0.1%−147−5.8%ReducedHolders
Q1 20232,546$205.2K0.1%+2,546NewHolders