Medtronic plc
CH ˙ SWX ˙ IE00BTN1Y115
SecurityCH:MDT / Medtronic plc
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership8,973 shares
Latest Disclosed Value $ 777,479
Winch Advisory Services, LLC reports 0.44% increase in ownership of MDT / Medtronic plc

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 8,973 shares of Medtronic plc (CH:MDT) valued at $777,479 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 8,934 shares of Medtronic plc. This represents a change in shares of 0.44% 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)
2026-04-30 2026-03-31 13F MEDTRONIC COM G5960L103 8,973 39 0.44 777 -9.44 0.1775
2026-02-03 2025-12-31 13F MEDTRONIC COM G5960L103 8,934 -428 -4.57 858 -3.70 0.1898
2025-11-12 2025-09-30 13F MEDTRONIC COM G5960L103 9,362 11 0.12 892 9.33 0.2006
2025-08-07 2025-06-30 13F MEDTRONIC COM G5960L103 9,351 -244 -2.54 815 -5.45 0.1990
2025-05-06 2025-03-31 13F MEDTRONIC COM G5960L103 9,595 234 2.50 862 15.39 0.2280
2025-01-14 2024-12-31 13F MEDTRONIC COM G5960L103 9,361 385 4.29 748 -7.55 0.1945
2024-10-21 2024-09-30 13F MEDTRONIC COM G5960L103 8,976 -1,537 -14.62 808 -2.30 0.2235
2024-07-31 2024-06-30 13F MEDTRONIC COM G5960L103 10,513 124 1.19 828 -8.62 0.2367
2024-05-14 2024-03-31 13F MEDTRONIC COM G5960L103 10,389 120 1.17 905 7.10 0.2766
2024-01-18 2023-12-31 13F MEDTRONIC COM G5960L103 10,269 532 5.46 846 0.2806
2023-11-06 2023-09-30 13F MEDTRONIC COM G5960L103 9,737 272 2.87 1 0.2799
2023-08-08 2023-06-30 13F MEDTRONIC COM G5960L103 9,465 45 0.48 1 0.2995
2023-05-10 2023-03-31 13F MEDTRONIC COM G5960L103 9,420 244 2.66 1 0.2945
2023-01-26 2022-12-31 13F MEDTRONIC COM G5960L103 9,176 -486 -5.03 1 -100.00 0.3042
2022-10-31 2022-09-30 13F MEDTRONIC COM G5960L103 9,662 39 0.41 780 -9.72 0.3350
2022-08-12 2022-06-30 13F MEDTRONIC COM G5960L103 9,623 -139 -1.42 864 -20.22 0.3526
2022-04-26 2022-03-31 13F MEDTRONIC PLC COM COM G5960L103 9,762 1,497 18.11 1,083 26.67 0.3765
2022-02-04 2021-12-31 13F MEDTRONIC PLC COM COM G5960L103 8,265 -1,337 -13.92 855 -28.99 0.2827
2021-11-10 2021-09-30 13F MEDTRONIC PLC COM COM G5960L103 9,602 124 1.31 1,204 2.38 0.4197
2021-08-05 2021-06-30 13F MEDTRONIC PLC COM COM G5960L103 9,478 803 9.26 1,176 14.73 0.4229
2021-05-03 2021-03-31 13F MEDTRONIC PLC COM COM G5960L103 8,675 939 12.14 1,025 13.13 0.4108
2021-02-09 2020-12-31 13F MEDTRONIC PLC COM COM G5960L103 7,736 618 8.68 906 22.43 0.3765
2020-11-04 2020-09-30 13F MEDTRONIC PLC COM COM G5960L103 7,118 436 6.52 740 20.72 0.3133
2020-08-12 2020-06-30 13F MEDTRONIC PLC COM COM G5960L103 6,682 363 5.74 613 7.54 0.2914
2020-05-13 2020-03-31 13F MEDTRONIC PLC COM COM G5960L103 6,319 323 5.39 570 -16.18 0.2834
2020-02-12 2019-12-31 13F MEDTRONIC PLC COM COM G5960L103 5,996 3,327 124.65 680 134.48 0.3226
2019-11-13 2019-09-30 13F MEDTRONIC PLC COM COM G5960L103 2,669 1,892 243.50 290 281.58 0.1510
2019-08-07 2019-06-30 13F MEDTRONIC PLC COM COM G5960L103 777 -82 -9.55 76 -2.56 0.0396
2019-05-13 2019-03-31 13F MEDTRONIC PLC COM COM G5960L103 859 526 157.96 78 160.00 0.0431
2019-02-05 2018-12-31 13F MEDTRONIC PLC COM COM G5960L103 333 112 50.68 30 36.36 0.0167
2018-11-13 2018-09-30 13F MEDTRONIC PLC COM COM G5960L103 221 1 0.45 22 15.79 0.0111
2018-08-13 2018-06-30 13F MEDTRONIC PLC COM COM G5960L103 220 1 0.46 19 5.56 0.0102
2018-05-11 2018-03-31 13F MEDTRONIC PLC COM COM G5960L103 219 1 0.46 18 0.00 0.0105
2018-02-13 2017-12-31 13F MEDTRONIC PLC COM COM G5960L103 218 -38 -14.84 18 -10.00 0.0108
2017-11-13 2017-09-30 13F MEDTRONIC PLC COM COM G5960L103 256 1 0.39 20 -13.04 0.0130
2017-08-07 2017-06-30 13F Medtronic COM G5960L103 255 1 0.39 23 15.00 0.0145
2017-05-01 2017-03-31 13F MEDTRONIC PLC COM COM G5960L103 254 -19,213 -98.70 20 -98.56 0.0127
2017-01-19 2016-12-31 13F MEDTRONIC PLC COM COM G5960L103 19,467 -14,352 -42.44 1,387 -52.53 0.9545
2016-11-02 2016-09-30 13F MEDTRONIC PLC COM COM G5960L103 33,819 22,122 189.13 2,922 187.88 2.3821
2016-08-10 2016-06-30 13F MEDTRONIC PLC COM COM 585055106 11,697 125 1.08 1,015 16.94 1.2309
2016-05-12 2016-03-31 13F MEDTRONIC PLC COM COM G5960L103 11,572 77 0.67 868 -1.81 1.4002
2016-01-22 2015-12-31 13F MEDTRONIC PLC COM COM 585055106 11,495 58 0.51 884 15.40 1.0022
2015-11-13 2015-09-30 13F MEDTRONIC PLC COM COM 585055106 11,437 -1,240 -9.78 766 -18.42 1.1195
2015-08-11 2015-06-30 13F MEDTRONIC INC COM COM 585055106 12,677 -2,308 -15.40 939 -19.67 0.5132
2015-05-14 2015-03-31 13F MEDTRONIC INC COM COM 585055106 14,985 14,985 0.00 1,169 0.6809
2015-02-11 2014-12-31 13F Medtronic COM 585055106 0 -12,831 -100.00 0 -100.00
2014-11-14 2014-09-30 13F Medtronic COM 585055106 12,831 1,568 13.92 795 10.72 0.5098
2014-08-15 2014-06-30 13F Medtronic COM 585055106 11,263 1,205 11.98 718 15.99 0.4213
2014-05-14 2014-03-31 13F Medtronic COM 585055106 10,058 10,058 619 0.3920
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.