Medtronic plc
AT ˙ WBAG ˙ IE00BTN1Y115
71,24 € ↑1,02 (1,45%)
2026-06-05
DEL PRIS
SecurityAT:MDT / Medtronic plc
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership10,968 shares
Latest Disclosed Value $ 950,342
Wealthcare Advisory Partners LLC reports 4.95% increase in ownership of MDT / Medtronic plc

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 10,968 shares of Medtronic plc (AT:MDT) valued at $813,168 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 10,451 shares of Medtronic plc. This represents a change in shares of 4.95% during the quarter. The current value of the position is $781,360 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)
2026-04-14 2026-03-31 13F MEDTRONIC SHS G5960L103 10,968 517 4.95 950 -5.28 0.0185
2026-01-14 2025-12-31 13F MEDTRONIC SHS G5960L103 10,451 590 5.98 1,004 6.82 0.0197
2025-11-07 2025-09-30 13F MEDTRONIC SHS G5960L103 9,861 767 8.43 939 18.56 0.0196
2025-07-22 2025-06-30 13F MEDTRONIC SHS G5960L103 9,094 1,343 17.33 793 13.79 0.0181
2025-04-15 2025-03-31 13F MEDTRONIC SHS G5960L103 7,751 -125 -1.59 696 10.65 0.0187
2025-01-15 2024-12-31 13F MEDTRONIC SHS G5960L103 7,876 11 0.14 629 -11.16 0.0175
2024-11-04 2024-09-30 13F MEDTRONIC SHS G5960L103 7,865 -549 -6.52 708 6.95 0.0202
2024-08-12 2024-06-30 13F MEDTRONIC SHS G5960L103 8,414 36 0.43 662 -9.32 0.0207
2024-04-15 2024-03-31 13F MEDTRONIC SHS G5960L103 8,378 1,476 21.39 730 28.52 0.0239
2024-02-06 2023-12-31 13F MEDTRONIC SHS G5960L103 6,902 393 6.04 569 11.37 0.0226
2023-10-12 2023-09-30 13F MEDTRONIC SHS G5960L103 6,509 -1,258 -16.20 510 -25.44 0.0234
2023-07-17 2023-06-30 13F MEDTRONIC SHS G5960L103 7,767 -451 -5.49 684 3.32 0.0306
2023-05-04 2023-03-31 13F MEDTRONIC SHS G5960L103 8,218 1,121 15.80 663 20.15 0.0285
2023-02-13 2022-12-31 13F MEDTRONIC COMMON G5960L103 7,097 883 14.21 552 9.76 0.0264
2022-11-14 2022-09-30 13F MEDTRONIC COMMON G5960L103 6,214 2,314 59.33 502 43.43 0.0286
2022-08-15 2022-06-30 13F MEDTRONIC COMMON G5960L103 3,900 -326 -7.71 350 -25.37 0.0212
2022-04-15 2022-03-31 13F MEDTRONIC COMMON G5960L103 4,226 464 12.33 469 20.57 0.0285
2022-02-11 2021-12-31 13F MEDTRONIC COMMON G5960L103 3,762 -671 -15.14 389 -30.04 0.0233
2021-11-15 2021-09-30 13F MEDTRONIC Equity G5960L103 4,433 1,062 31.50 556 33.01 0.0364
2021-08-16 2021-06-30 13F MEDTRONIC COMMON G5960L103 3,371 225 7.15 418 12.37 0.0280
2021-04-30 2021-03-31 13F MEDTRONIC COMMON G5960L103 3,146 -284 -8.28 372 -7.46 0.0269
2021-02-12 2020-12-31 13F MEDTRONIC COMMON G5960L103 3,430 686 25.00 402 41.05 0.0357
2020-10-29 2020-09-30 13F MEDTRONIC COMMON G5960L103 2,744 -353 -11.40 285 0.35 0.0313
2020-07-29 2020-06-30 13F MEDTRONIC COMMON G5960L103 3,097 1,261 68.68 284 71.08 0.0354
2020-04-29 2020-03-31 13F MEDTRONIC COMMON G5960L103 1,836 62 3.49 166 -17.41 0.0243
2020-01-29 2019-12-31 13F MEDTRONIC COMMON G5960L103 1,774 3 0.17 201 4.69 0.0256
2019-10-16 2019-09-30 13F MEDTRONIC COMMON G5960L103 1,771 -14 -0.78 192 10.34 0.0279
2019-07-30 2019-06-30 13F MEDTRONIC COMMON G5960L103 1,785 67 3.90 174 11.54 0.0276
2019-05-13 2019-03-31 13F MEDTRONIC COMMON G5960L103 1,718 -49 -2.77 156 -3.11 0.0266
2019-02-14 2018-12-31 13F MEDTRONIC COMMON G5960L103 1,767 3 0.17 161 -7.47 0.0312
2018-11-14 2018-09-30 13F MEDTRONIC COMMON G5960L103 1,764 19 1.09 174 16.78 0.0320
2018-08-13 2018-06-30 13F MEDTRONIC COMMON G5960L103 1,745 236 15.64 149 23.14 0.0292
2018-05-14 2018-03-31 13F MEDTRONIC COMMON G5960L103 1,509 149 10.96 121 10.00 0.0273
2018-02-14 2017-12-31 13F MEDTRONIC COMMON G5960L103 1,360 612 81.82 110 89.66 0.0283
2017-11-15 2017-09-30 13F MEDTRONIC COMMON G5960L103 748 748 58 0.0172
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.