Medtronic shares owned by Invera Wealth Advisors
Quarter-by-quarter ownership of Medtronic (MDT) shares owned by Invera Wealth Advisors
from 13F filings
Historical chart of Invera Wealth Advisors investment in Medtronic
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Quarterly reported holdings in Medtronic by Invera Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $513k | 5.4k | 95.24 |
| 2025-06-30 | $471k | 5.4k | 87.17 |
| 2025-03-31 | $586k | 6.5k | 89.86 |
| 2024-03-31 | $458k | 5.8k | 79.19 |
| 2023-12-31 | $264k | 3.2k | 82.38 |