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Valued Wealth Advisors LLC

SEC CIK
0002007175
Latest filing
Jul 20, 2026

MDT holding history

Medtronic plc in every 13F filed by Valued Wealth Advisors 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)
39
Value
$3.08K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of MDT by Valued Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639$3.08K<0.1%−31−44.3%ReducedHolders
Q1 202670$6.11K<0.1%+18+34.6%AddedHolders
Q4 202552$5.30K<0.1%+7+15.6%AddedHolders
Q3 202545$4.32K<0.1%00.0%UnchangedHolders
Q2 202545$3.96K<0.1%+11+32.4%AddedHolders
Q1 202534$3.08K<0.1%−7−17.1%ReducedHolders
Q4 202441$3.30K<0.1%+7+20.6%AddedHolders
Q3 202434$3.08K<0.1%+11+47.8%AddedHolders
Q2 202423$1.83K<0.1%−8−25.8%ReducedHolders
Q1 202431$2.72K<0.1%−45−59.2%ReducedHolders
Q4 202376$6.01K<0.1%–No prior filingHolders