Medtronic shares owned by UMA Financial Services
Quarter-by-quarter ownership of Medtronic (MDT) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Medtronic
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Quarterly reported holdings in Medtronic by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $218k | 2.3k | 95.24 |
| 2025-06-30 | $160k | 1.8k | 87.19 |
| 2025-03-31 | $165k | 1.8k | 89.84 |
| 2024-12-31 | $143k | 1.8k | 79.86 |
| 2024-03-31 | $241k | 3.0k | 79.25 |
| 2023-12-31 | $215k | 2.5k | 86.48 |
| 2023-09-30 | $220k | 2.9k | 75.12 |
| 2023-06-30 | $264k | 3.0k | 87.15 |
| 2023-03-31 | $202k | 2.4k | 84.88 |
| 2022-09-30 | $209k | 2.5k | 85.13 |
| 2022-06-30 | $229k | 2.5k | 93.28 |
| 2022-03-31 | $291k | 2.7k | 105.86 |
| 2021-12-31 | $289k | 2.8k | 104.98 |
| 2021-09-30 | $352k | 2.8k | 127.63 |
| 2021-06-30 | $345k | 2.7k | 126.98 |
| 2021-03-31 | $326k | 2.7k | 120.25 |
| 2020-12-31 | $313k | 2.7k | 115.46 |
| 2020-09-30 | $290k | 2.8k | 102.47 |
| 2020-06-30 | $284k | 2.8k | 100.46 |
| 2020-03-31 | $214k | 2.2k | 96.01 |
| 2019-12-31 | $395k | 3.3k | 118.16 |
| 2019-09-30 | $370k | 3.3k | 111.71 |