SEC 13F Intelligence

Financial Perspectives, Inc / MDT

Financial Perspectives, Inc’s Medtronic PLC Position

Does Financial Perspectives, Inc own Medtronic PLC (MDT)? Yes — 218.9K shares worth $19M (+5.30% of its 13F portfolio) as of Q1 2026, up from 217.3K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
218.9K
% of Portfolio
+5.30%
Quarters Held
10
currently held

Position History MDT

Reported value by quarter
Q4 ’23: $20MQ4 ’23Q1 ’24: $21MQ2 ’24: $18MQ2 ’24Q3 ’24: $20MQ4 ’24: $18MQ4 ’24Q1 ’25: $20MQ2 ’25: $19MQ2 ’25Q3 ’25: $21MQ4 ’25: $21MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026218.9K$19M+5.30%
Q4 2025217.3K$21M+5.62%
Q3 2025216.9K$21M+5.73%
Q2 2025218.9K$19M+5.77%
Q1 2025223.0K$20M+6.86%
Q4 2024227.1K$18M+6.09%
Q3 2024221.8K$20M+6.92%
Q2 2024231.7K$18M+6.73%
Q1 2024235.4K$21M+7.78%
Q4 2023239.3K$20M+8.00%

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