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Medtronic shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Medtronic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Medtronic by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $325k 3.4k 96.06
2021-09-30 $213k 1.7k 125.29
2021-06-30 $211k 1.7k 124.12
2021-03-31 $201k 1.7k 118.24

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View all positions for Sax Wealth Advisors

Top funds holding Medtronic

Vanguard Group
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Capital Research Global Investors
Geode Capital Management
Massachusetts Financial Services
Bank of New York Mellon
Deutsche Bank Aktiengesellschaft
Norges Bank Investment Management
Invesco
Royal Bank of Canada
Ameriprise Financial
Franklin Resources
Northern Trust

View all funds holding Medtronic