Medtronic plc
CH ˙ SWX ˙ IE00BTN1Y115
SecurityCH:MDT / Medtronic plc
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership8,021 shares
Latest Disclosed Value $ 695,020
Pinnacle Wealth Planning Services, Inc. reports 52.52% increase in ownership of MDT / Medtronic plc

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 8,021 shares of Medtronic plc (CH:MDT) valued at $695,020 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,259 shares of Medtronic plc. This represents a change in shares of 52.52% during the quarter.

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)
2026-05-11 2026-03-31 13F MEDTRONIC SHS G5960L103 8,021 2,762 52.52 695 37.62 0.0718
2026-02-13 2025-12-31 13F MEDTRONIC SHS G5960L103 5,259 117 2.28 505 3.27 0.0527
2025-11-13 2025-09-30 13F Medtronic SHS G5960L103 5,142 689 15.47 490 26.03 0.0574
2025-08-11 2025-06-30 13F MEDTRONIC PLC F SHS G5960L103 4,453 215 5.07 388 2.11 0.0511
2025-05-15 2025-03-31 13F MEDTRONIC PLC F COM G5960L103 4,238 363 9.37 381 22.98 0.0573
2025-02-27 2024-12-31 13F/A-1 MEDTRONIC PLC F SHS G5960L103 3,875 55 1.44 310 -9.91 0.0465
2025-02-06 2024-12-31 13F MEDTRONIC PLC F SHS G5960L103 3,875 55 310 0.0432
2024-11-13 2024-09-30 13F MEDTRONIC PLC SHS Stock G5960L103 3,820 -57 -1.47 344 12.46 0.0467
2024-08-09 2024-06-30 13F MEDTRONIC PLC SHS Stock G5960L103 3,877 -241 -5.85 305 -14.80 0.0436
2024-05-10 2024-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 4,118 137 3.44 359 9.48 0.0526
2024-02-08 2023-12-31 13F MEDTRONIC PLC SHS Stock G5960L103 3,981 -8,097 -67.04 328 -65.43 0.0515
2023-11-08 2023-09-30 13F MEDTRONIC PLC SHS Stock G5960L103 12,078 -165 -1.35 946 -12.24 0.1560
2023-08-07 2023-06-30 13F MEDTRONIC PLC SHS Stock G5960L103 12,243 -570 -4.45 1,079 4.46 0.1742
2023-05-03 2023-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 12,813 5,561 76.68 1,033 83.30 0.1717
2023-02-13 2022-12-31 13F MEDTRONIC PLC SHS Stock G5960L103 7,252 -1,071 -12.87 564 -16.22 0.1001
2022-11-09 2022-09-30 13F MEDTRONIC PLC SHS Stock G5960L103 8,323 3,943 90.02 672 70.99 0.1242
2022-08-03 2022-06-30 13F MEDTRONIC PLC SHS Stock G5960L103 4,380 -4,923 -52.92 393 -61.92 0.0706
2022-04-20 2022-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 9,303 2,247 31.85 1,032 41.37 0.1880
2022-01-21 2021-12-31 13F MEDTRONIC PLC SHS Stock G5960L103 7,056 -1,110 -13.59 730 -28.71 0.1426
2021-10-29 2021-09-30 13F MEDTRONIC PLC SHS Stock G5960L103 8,166 122 1.52 1,024 2.61 0.2263
2021-08-02 2021-06-30 13F MEDTRONIC PLC SHS Stock G5960L103 8,044 -46 -0.57 998 4.39 0.2321
2021-04-29 2021-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 8,090 690 9.32 956 10.27 0.2452
2021-02-12 2020-12-31 13F MEDTRONIC PLC SHS Stock G5960L103 7,400 530 7.71 867 21.43 0.2071
2020-11-03 2020-09-30 13F MEDTRONIC PLC SHS Stock G5960L103 6,870 1,537 28.82 714 46.01 0.2358
2020-07-27 2020-06-30 13F MEDTRONIC PLC SHS Stock G5960L103 5,333 -2,677 -33.42 489 -32.27 0.1588
2020-05-11 2020-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 8,010 1,100 15.92 722 -7.79 0.3429
2020-02-07 2019-12-31 13F MEDTRONIC PLC SHS Stock G5960L103 6,910 250 3.75 783 8.30 0.3683
2019-10-31 2019-09-30 13F MEDTRONIC PLC SHS Stock G5960L103 6,660 1,535 29.95 723 44.89 0.3936
2019-08-06 2019-06-30 13F MEDTRONIC PLC SHS Stock G5960L103 5,125 533 11.61 499 19.38 0.3011
2019-05-08 2019-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 4,592 -626 -12.00 418 -12.00 0.2806
2019-03-01 2018-12-31 13F MEDTRONIC PLC SHS Stock G5960L103 5,218 230 4.61 475 -3.26 0.3039
2019-02-28 2018-09-30 13F MEDTRONIC PLC SHS Stock G5960L103 4,988 -13 -0.26 491 14.72 0.4489
2019-02-28 2018-06-30 13F MEDTRONIC PLC SHS Stock G5960L103 5,001 2,270 83.12 428 95.43 0.4157
2019-02-28 2018-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 2,731 2,731 219 0.2253
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.