SEC 13F Intelligence

Greystone Financial Group, LLC / MDT

Greystone Financial Group, LLC’s Medtronic PLC Position

Does Greystone Financial Group, LLC own Medtronic PLC (MDT)? Not currently — the last reported position was 85.6K shares worth $7M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q3 2023
Shares
85.6K
% of Portfolio
+1.67%
Quarters Held
6
position exited

Position History MDT

Reported value by quarter
Q2 ’22: $8MQ2 ’22Q3 ’22: $7MQ3 ’22Q4 ’22: $7MQ4 ’22Q1 ’23: $7MQ1 ’23Q2 ’23: $9MQ2 ’23Q3 ’23: $7MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202385.6K$7M+1.67%
Q2 202398.3K$9M+2.01%
Q1 202389.9K$7M+1.83%
Q4 202289.6K$7M+2.05%
Q3 202288.2K$7M+2.41%
Q2 202284.8K$8M+2.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of MDT.