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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

MDT holding history

Medtronic plc in every 13F filed by Portside Wealth Group, 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)
38,323
Value
$3.00M
% of portfolio
0.4%
Quarters held
13
Since Q2 2023
Holdings of MDT by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,323$3.00M0.4%+2,061+5.7%AddedHolders
Q1 202636,262$3.14M0.4%−1,676−4.4%ReducedHolders
Q4 202537,938$3.64M0.5%−1,084−2.8%ReducedHolders
Q3 202539,022$3.72M0.5%+323+0.8%AddedHolders
Q2 202538,699$3.37M0.5%−2,399−5.8%ReducedHolders
Q1 202541,098$3.69M0.6%−16,660−28.8%ReducedHolders
Q4 202457,758$4.61M0.8%−947−1.6%ReducedHolders
Q3 202458,705$5.29M0.9%+5,014+9.3%AddedHolders
Q2 202453,691$4.23M0.8%−1,514−2.7%ReducedHolders
Q1 202455,205$4.81M0.9%+515+0.9%AddedHolders
Q4 202354,690$4.51M0.8%−2,626−4.6%ReducedHolders
Q3 202357,316$4.49M0.8%+2,643+4.8%AddedHolders
Q2 202354,673$4.82M0.9%–No prior filingHolders