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Medtronic shares owned by Intergy Private Wealth

Quarter-by-quarter ownership of Medtronic (MDT) shares owned by Intergy Private Wealth from 13F filings

Historical chart of Intergy Private Wealth investment in Medtronic

Tip: Access up to 7 years of quarterly data

All positions including Medtronic held by Intergy Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Medtronic by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $341k 3.6k 95.24
2025-06-30 $255k 2.9k 87.17
2025-03-31 $270k 3.0k 89.86
2024-12-31 $202k 2.5k 79.88

More positions owned by Intergy Private Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Esg Awr Msci Em (ESGE)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Intergy Private Wealth

Top funds holding Medtronic

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital Research Global Investors
Geode Capital Management
Bank of New York Mellon
Massachusetts Financial Services
Morgan Stanley
Deutsche Bank Aktiengesellschaft
Invesco
Royal Bank of Canada
Ameriprise Financial
Northern Trust
UBS Group

View all funds holding Medtronic