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Medtronic shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Medtronic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Medtronic by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $118k 1.4k 87.18
2025-03-31 $115k 1.3k 85.29
2024-12-31 $105k 1.3k 79.89

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Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
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Adverum Biotechnologies Stock (ADVM)
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Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

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