Medtronic plc
AT ˙ WBAG ˙ IE00BTN1Y115
71,24 € ↑1,02 (1,45%)
2026-06-05
DEL PRIS
SecurityAT:MDT / Medtronic plc
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership39,773 shares
Latest Disclosed Value $ 3,446,289
180 Wealth Advisors, Llc reports 3.14% increase in ownership of MDT / Medtronic plc

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 39,773 shares of Medtronic plc (AT:MDT) valued at $2,948,770 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 38,562 shares of Medtronic plc. This represents a change in shares of 3.14% during the quarter. The current value of the position is $2,833,429 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F MEDTRONIC SHS G5960L103 39,773 1,211 3.14 3,446 -6.97 0.3917
2026-01-09 2025-12-31 13F MEDTRONIC SHS G5960L103 38,562 482 1.27 3,704 2.15 0.4218
2025-10-16 2025-09-30 13F MEDTRONIC SHS G5960L103 38,080 259 0.68 3,627 10.01 0.4419
2025-07-31 2025-06-30 13F MEDTRONIC SHS G5960L103 37,821 787 2.13 3,297 -0.93 0.4598
2025-04-09 2025-03-31 13F MEDTRONIC SHS G5960L103 37,034 1,208 3.37 3,328 16.29 0.5300
2025-01-14 2024-12-31 13F MEDTRONIC SHS G5960L103 35,826 2,641 7.96 2,862 -4.22 0.4483
2024-11-01 2024-09-30 13F MEDTRONIC SHS G5960L103 33,185 1,136 3.54 2,988 19.38 0.4703
2024-07-16 2024-06-30 13F MEDTRONIC SHS G5960L103 32,049 2,187 7.32 2,502 -3.84 0.4081
2024-04-16 2024-03-31 13F MEDTRONIC SHS G5960L103 29,862 2,216 8.02 2,602 13.62 0.4678
2024-01-25 2023-12-31 13F MEDTRONIC SHS G5960L103 27,646 1,281 4.86 2,290 10.90 0.4583
2023-11-01 2023-09-30 13F MEDTRONIC SHS G5960L103 26,365 2,152 8.89 2,066 -2.09 0.4650
2023-07-12 2023-06-30 13F MEDTRONIC SHS G5960L103 24,213 1,296 5.66 2,110 14.19 0.4633
2023-04-07 2023-03-31 13F MEDTRONIC SHS G5960L103 22,917 -926 -3.88 1,848 -5.33 0.4299
2023-02-02 2022-12-31 13F MEDTRONIC SHS G5960L103 23,843 -281 -1.16 1,951 0.15 0.4589
2022-10-12 2022-09-30 13F MEDTRONIC SHS G5960L103 24,124 -871 -3.48 1,948 -14.71 0.5361
2022-07-11 2022-06-30 13F MEDTRONIC SHS G5960L103 24,995 503 2.05 2,284 -15.41 0.5832
2022-04-22 2022-03-31 13F MEDTRONIC SHS G5960L103 24,492 760 3.20 2,700 7.74 0.5893
2022-01-26 2021-12-31 13F MEDTRONIC SHS G5960L103 23,732 1,396 6.25 2,506 -12.16 0.5626
2021-10-28 2021-09-30 13F MEDTRONIC SHS G5960L103 22,336 295 1.34 2,853 3.29 0.6285
2021-08-13 2021-06-30 13F MEDTRONIC SHS G5960L103 22,041 518 2.41 2,762 0.80 0.6316
2021-05-25 2021-03-31 13F MEDTRONIC SHS G5960L103 21,523 1,371 6.80 2,740 14.93 0.6794
2021-01-27 2020-12-31 13F MEDTRONIC SHS G5960L103 20,152 1,590 8.57 2,384 17.67 0.6878
2020-10-23 2020-09-30 13F MEDTRONIC SHS G5960L103 18,562 551 3.06 2,026 14.08 0.7596
2020-07-21 2020-06-30 13F MEDTRONIC SHS G5960L103 18,011 563 3.23 1,776 18.16 0.7057
2020-04-09 2020-03-31 13F MEDTRONIC SHS G5960L103 17,448 1,561 9.83 1,503 -19.37 0.7802
2020-01-17 2019-12-31 13F MEDTRONIC SHS G5960L103 15,887 2,825 21.63 1,864 32.67 0.7432
2019-10-22 2019-09-30 13F MEDTRONIC SHS G5960L103 13,062 3,419 35.46 1,405 42.35 0.6212
2019-08-05 2019-06-30 13F MEDTRONIC SHS G5960L103 9,643 0 0.00 987 14.63 0.4442
2019-05-14 2019-03-31 13F MEDTRONIC SHS G5960L103 9,643 452 4.92 861 -4.76 0.3906
2019-01-15 2018-12-31 13F MEDTRONIC SHS G5960L103 9,191 0 0.00 904 0.00 0.4220
2018-11-14 2018-09-30 13F MEDTRONIC SHS G5960L103 9,191 2,096 29.54 904 48.93 0.4179
2018-08-08 2018-06-30 13F MEDTRONIC SHS G5960L103 7,095 -151 -2.08 607 4.30 0.3007
2018-06-01 2018-03-31 13F MEDTRONIC SHS G5960L103 7,246 239 3.41 582 2.83 0.3022
2018-02-13 2017-12-31 13F MEDTRONIC SHS G5960L103 7,007 7,007 566 0.2881
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.