Medtronic shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Medtronic (MDT) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Medtronic
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Quarterly reported holdings in Medtronic by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $233k | 2.4k | 95.24 |
| 2025-06-30 | $213k | 2.4k | 87.17 |
| 2025-03-31 | $220k | 2.4k | 89.86 |
| 2024-09-30 | $769k | 8.5k | 90.03 |
| 2024-06-30 | $672k | 8.5k | 78.71 |
| 2024-03-31 | $745k | 8.5k | 87.15 |
| 2023-09-30 | $672k | 8.6k | 78.36 |
| 2023-06-30 | $755k | 8.6k | 88.10 |
| 2023-03-31 | $695k | 8.6k | 80.62 |
| 2022-12-31 | $670k | 8.6k | 77.72 |
| 2022-09-30 | $694k | 8.6k | 80.80 |
| 2022-06-30 | $529k | 5.9k | 89.83 |
| 2022-03-31 | $661k | 6.0k | 110.96 |
| 2021-12-31 | $614k | 5.9k | 103.38 |
| 2021-09-30 | $738k | 5.9k | 125.23 |
| 2021-06-30 | $855k | 6.9k | 124.04 |
| 2021-03-31 | $885k | 6.9k | 128.39 |
| 2020-12-31 | $968k | 8.3k | 117.09 |