MEDTRONIC PLC · CUSIP G5960L103 · CIK 2003287
As of 2026-06-30, Financial Perspectives, Inc reported 212.22K MDT (shares), valued at $16.60M, or 4.04% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 3.05%; reported value decreased 12.47%, and weight changed -1.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.04% | 212,224 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 5.30% | 218,905 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 5.62% | 217,302 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 5.73% | 216,940 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 5.77% | 218,918 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 6.86% | 222,979 | SEC filing ↗Filed Apr 18, 2025 |
| Q4 2024 | 6.09% | 227,096 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 6.92% | 221,835 | SEC filing ↗Filed Oct 17, 2024 |
| Q2 2024 | 6.73% | 231,682 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 7.78% | 235,426 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 8.00% | 239,270 | SEC filing ↗Filed Feb 1, 2024 |
| Q3 2023 | 8.64% | 241,014 | SEC filing ↗Filed Jan 10, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.64% | 241,014 | $18.89M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 10, 2024 |
| Q4 2023 | 8.00% | 239,270 | $19.71M | Shares decreased 0.72%; reported value increased 4.37%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 7.78% | 235,426 | $20.52M | Shares decreased 1.61%; reported value increased 4.09%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 6.73% | 231,682 | $18.24M | Shares decreased 1.59%; reported value decreased 11.12%, and weight changed -1.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 6.92% | 221,835 | $19.97M | Shares decreased 4.25%; reported value increased 9.52%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2024 |
| Q4 2024 | 6.09% | 227,096 | $18.14M | Shares increased 2.37%; reported value decreased 9.17%, and weight changed -0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 6.86% | 222,979 | $20.04M | Shares decreased 1.81%; reported value increased 10.45%, and weight changed +0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2025 |
| Q2 2025 | 5.77% | 218,918 | $19.08M | Shares decreased 1.82%; reported value decreased 4.76%, and weight changed -1.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 5.73% | 216,940 | $20.66M | Shares decreased 0.90%; reported value increased 8.27%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 5.62% | 217,302 | $20.87M | Shares increased 0.17%; reported value increased 1.03%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 5.30% | 218,905 | $18.97M | Shares increased 0.74%; reported value decreased 9.13%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 4.04% | 212,224 | $16.60M | Shares decreased 3.05%; reported value decreased 12.47%, and weight changed -1.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.