MDT — MEDTRONIC PLC

Ownership history in Alliance Wealth Advisors, LLC /UT  ·  13 quarters on record

AI Ownership Summary

Alliance Wealth Advisors, LLC /UT reported MEDTRONIC PLC (MDT) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.29% in 2024 Q3. The latest visible filing shows MDT at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alliance Wealth Advisors, LLC /UT's position in MEDTRONIC PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MDT was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.29% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MDT stock page Alliance Wealth Advisors, LLC /UT fund profile Alliance Wealth Advisors, LLC /UT full holdings
How Alliance Wealth Advisors, LLC /UT held MDT — position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 31,303 -15,236 -32.7% 0.65% $3.0M 2026-02-14 (Est.) $98.68
2025 Q3 REDUCED 46,539 -2,282 -4.7% 1.04% $4.4M 2025-11-10 $91.24
2025 Q2 REDUCED 48,821 -1,307 -2.6% 1.02% $4.3M 2025-08-14 $89.89
2025 Q1 REDUCED 50,128 -4,328 -7.9% 1.18% $4.5M 2025-05-13 $82.49
2024 Q4 ADDED 54,456 +145 +0.3% 1.12% $4.3M 2025-01-24 $86.72
2024 Q3 ADDED 54,311 +3,626 +7.2% 1.29% $4.9M 2024-11-08 $83.63
2024 Q2 ADDED 50,685 +1,403 +2.8% 1.17% $4.0M 2024-08-02 $77.10
2024 Q1 ADDED 49,282 +3,587 +7.8% 1.28% $4.3M 2024-05-13 $78.30
2023 Q4 ADDED 45,695 +1,068 +2.4% 1.26% $3.8M 2024-02-05 $80.66
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MDT

As of 2026 Q1 — sorted by position size

Banque de Luxembourg S.A. 4.33% Guinness Asset Management LTD 3Y 7Y 4.05% Nexus Investment Management ULC 3Y 7Y 3.71% Barnes Dennig Private Wealth Management LLC 3.33% Guinness Atkinson Asset Management Inc 3Y 7Y 3.31% MATRIX ASSET ADVISORS INC/NY 3Y 7Y 2.99% Two Point Capital Management, Inc. 3Y 2.76% Nepsis Inc. 3Y 7Y 2.6% Econ Financial Services Corp 3Y 7Y 2.3% Wallington Asset Management, LLC 3Y 7Y 2.26%

FAQ About Alliance Wealth Advisors, LLC /UT and MDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alliance Wealth Advisors, LLC /UT reported owning MDT?

Alliance Wealth Advisors, LLC /UT reported MDT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MDT position in Alliance Wealth Advisors, LLC /UT's portfolio?

The largest reported portfolio weight for MDT was 1.29% in 2024 Q3.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2025 Q4, when Alliance Wealth Advisors, LLC /UT reported 31,303 shares, equal to 0.65% of portfolio, with an estimated market value of $3.0M.

What does the chart on this MDT ownership page compare?

The chart compares Alliance Wealth Advisors, LLC /UT's quarterly MDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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