Medtronic plc
GB ˙ LSE ˙ IE00BTN1Y115
82,38 $ ↑1,11 (1,37%)
2026-06-05
DEL PRIS
SecurityGB:0Y6X / Medtronic plc
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership23,329 shares
Latest Disclosed Value $ 2,021,454
IHT Wealth Management, LLC reports 15.32% increase in ownership of 0Y6X / Medtronic plc

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 23,329 shares of Medtronic plc (GB:0Y6X) valued at $2,008,627 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 20,229 shares of Medtronic plc. This represents a change in shares of 15.32% during the quarter. The current value of the position is $1,921,843 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)
2026-05-15 2026-03-31 13F Medtronic SHS G5960L103 23,329 3,100 15.32 2,021 4.01 0.0468
2026-02-17 2025-12-31 13F Medtronic SHS G5960L103 20,229 -694 -3.32 1,943 -2.46 0.0472
2025-11-14 2025-09-30 13F Medtronic SHS G5960L103 20,923 65 0.31 1,993 9.57 0.0504
2025-08-14 2025-06-30 13F Medtronic SHS G5960L103 20,858 269 1.31 1,818 -1.73 0.0500
2025-05-15 2025-03-31 13F Medtronic SHS G5960L103 20,589 -182 -0.88 1,850 11.51 0.0578
2025-02-14 2024-12-31 13F Medtronic SHS G5960L103 20,771 -6,374 -23.48 1,659 -32.09 0.0535
2024-11-14 2024-09-30 13F Medtronic SHS G5960L103 27,145 6,917 34.20 2,444 53.45 0.0693
2024-08-14 2024-06-30 13F MEDTRONIC SHS G5960L103 20,228 2,086 11.50 1,592 0.70 0.0594
2024-05-15 2024-03-31 13F Medtronic SHS G5960L103 18,142 4,366 31.69 1,581 39.42 0.0634
2024-02-14 2023-12-31 13F MEDTRONIC SHS G5960L103 13,776 -2,184 -13.68 1,135 -9.28 0.0506
2023-11-14 2023-09-30 13F MEDTRONIC SHS G5960L103 15,960 3,266 25.73 1,250 11.81 0.0634
2023-08-15 2023-06-30 13F MEDTRONIC SHS G5960L103 12,694 2,912 29.77 1,118 41.88 0.0582
2023-05-15 2023-03-31 13F MEDTRONIC SHS G5960L103 9,782 1,615 19.77 789 24.29 0.0450
2023-02-15 2022-12-31 13F MEDTRONIC SHS G5960L103 8,167 -366 -4.29 635 -7.98 0.0399
2022-11-22 2022-09-30 13F MEDTRONIC SHS G5960L103 8,533 1,509 21.48 689 9.37 0.0524
2022-08-15 2022-06-30 13F MEDTRONIC SHS G5960L103 7,024 -246 -3.38 630 -21.93 0.0555
2022-05-16 2022-03-31 13F MEDTRONIC SHS G5960L103 7,270 1,078 17.41 807 25.90 0.0612
2022-02-14 2021-12-31 13F MEDTRONIC SHS G5960L103 6,192 -1,078 -14.83 641 -29.64 0.0473
2021-11-15 2021-09-30 13F MEDTRONIC SHS G5960L103 7,270 -8,684 -54.43 911 -53.99 0.0742
2021-08-16 2021-06-30 13F MEDTRONIC SHS G5960L103 15,954 5,498 52.58 1,980 60.32 0.1256
2021-05-18 2021-03-31 13F MEDTRONIC SHS G5960L103 10,456 304 2.99 1,235 3.87 0.0888
2021-02-17 2020-12-31 13F MEDTRONIC SHS G5960L103 10,152 1,065 11.72 1,189 25.95 0.0988
2020-11-19 2020-09-30 13F MEDTRONIC SHS G5960L103 9,087 1,929 26.95 944 43.90 0.0947
2020-08-14 2020-06-30 13F MEDTRONIC SHS G5960L103 7,158 -3,434 -32.42 656 -31.31 0.0899
2020-05-13 2020-03-31 13F MEDTRONIC SHS G5960L103 10,592 2,124 25.08 955 -0.62 0.1375
2020-02-18 2019-12-31 13F MEDTRONIC SHS G5960L103 8,468 551 6.96 961 11.74 0.1138
2019-11-15 2019-09-30 13F MEDTRONIC COM G5960L103 7,917 2,749 53.19 860 70.63 0.1169
2019-08-12 2019-06-30 13F MEDTRONIC SHS G5960L103 5,168 399 8.37 504 16.13 0.0732
2019-05-16 2019-03-31 13F MEDTRONIC SHS G5960L103 4,769 -860 -15.28 434 -15.23 0.0723
2019-02-14 2018-12-31 13F MEDTRONIC PLC USD0.0001 SHS G5960L103 5,629 1,625 40.58 512 29.95 0.0986
2018-11-14 2018-09-30 13F MEDTRONIC SHS G5960L103 4,004 94 2.40 394 17.61 0.0852
2018-08-13 2018-06-30 13F MEDTRONIC SHS G5960L103 3,910 501 14.70 335 26.89 0.0856
2018-05-14 2018-03-31 13F MEDTRONIC SHS G5960L103 3,409 201 6.27 264 -3.65 0.0709
2018-02-14 2017-12-31 13F MEDTRONIC COM G5960L103 3,208 -264 -7.60 274 2.62 0.0725
2017-11-14 2017-09-30 13F MEDTRONIC COM G5960L103 3,472 129 3.86 267 -65.73 0.1137
2017-08-14 2017-06-30 13F/A-1 MEDTRONIC COM G5960L103 3,343 886 36.06 779 295.43 0.3773
2017-08-14 2017-06-30 13F MEDTRONIC COM G5960L103 3,343 886 0
2017-05-15 2017-03-31 13F MEDTRONIC COM G5960L103 2,457 -7 -0.28 197 13.22 0.1313
2017-02-14 2016-12-31 13F MEDTRONIC COM G5960L103 2,464 2,464 174 0.1316
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.