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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

MDT holding history

Medtronic plc in every 13F filed by Beverly Hills 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2022
Holdings of MDT by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−4,526−100.0%Sold outHolders
Q1 20264,526$392.2K0.1%−27−0.6%ReducedHolders
Q4 20254,553$437.3K0.1%−61−1.3%ReducedHolders
Q3 20254,614$439.4K0.1%−169−3.5%ReducedHolders
Q2 20254,783$417.0K0.1%−613−11.4%ReducedHolders
Q1 20255,396$484.9K0.1%+72+1.4%AddedHolders
Q4 20245,324$425.2K0.1%−225−4.1%ReducedHolders
Q3 20245,549$499.6K0.1%−1,093−16.5%ReducedHolders
Q2 20246,642$522.8K0.1%−1,083−14.0%ReducedHolders
Q1 20247,725$673.2K0.2%+884+12.9%AddedHolders
Q4 20236,841$563.6K0.1%−3,029−30.7%ReducedHolders
Q3 20239,870$773.4K0.2%−9,466−49.0%ReducedHolders
Q2 202319,336$1.63M0.3%+8,969+86.5%AddedHolders
Q1 202310,367$835.8K0.3%+1,563+17.8%AddedHolders
Q4 20228,804$684.3K0.3%–No prior filingHolders