MDT — MEDTRONIC PLC

Ownership history in ADVOCATE GROUP LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which ADVOCATE GROUP LLC reported a position in MEDTRONIC PLC (MDT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.8% (2025 Q1)
Avg. % of fund
1.49%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 111,745 -2,548 -2.2% 1.74% $10.7M $96.06
2025 Q3 ADDED 114,293 +1,737 +1.5% 1.79% $10.9M $94.54
2025 Q2 ADDED 112,556 +2,525 +2.3% 1.75% $9.8M $85.88
2025 Q1 ADDED 110,031 +3,255 +3.0% 1.80% $9.9M $87.80
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MDT price (monthly, adj. close)

Other funds also holding MDT

As of 2025 Q4 — sorted by position size

BOONE CAPITAL MANAGEMENT LLC 3Y 12.93% Talaria Asset Management Pty Ltd 9.16% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 8.55% EDENTREE ASSET MANAGEMENT Ltd 5.97% SECTOR GAMMA AS 3Y 7Y 5.9% Saratoga Research & Investment Management 3Y 7Y 5.82% Financial Perspectives, Inc 5.62% St. James Investment Company, LLC 3Y 7Y 4.71% Guinness Asset Management LTD 3Y 7Y 4.44% SKBA CAPITAL MANAGEMENT LLC 3Y 7Y 4.26%
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