Medtronic plc
US ˙ NYSE ˙ IE00BTB1Y115

SecurityMDT / Medtronic plc
InstitutionMONECO Advisors, LLC
Latest Disclosed Ownership6,862 shares
Latest Disclosed Value $ 594,571
MONECO Advisors, LLC reports 0.70% increase in ownership of MDT / Medtronic plc

On May 7, 2026 - MONECO Advisors, LLC filed a 13F-HR form disclosing ownership of 6,862 shares of Medtronic plc (US:MDT) valued at $594,592 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 6,814 shares of Medtronic plc. This represents a change in shares of 0.70% during the quarter. The current value of the position is $534,893 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F MEDTRONIC SHS G5960L103 6,862 48 0.70 595 -9.17 0.0461
2026-02-04 2025-12-31 13F MEDTRONIC SHS G5960L103 6,814 -21 -0.31 655 0.62 0.0520
2025-11-05 2025-09-30 13F MEDTRONIC SHS G5960L103 6,835 808 13.41 651 23.81 0.0543
2025-08-13 2025-06-30 13F MEDTRONIC SHS G5960L103 6,027 -244 -3.89 525 -6.75 0.0489
2025-08-15 2025-03-31 13F/A-1 MEDTRONIC SHS G5960L103 6,271 -137 -2.14 563 10.18 0.0583
2025-05-08 2025-03-31 13F MEDTRONIC SHS G5960L103 6,271 -137 563 0.0579
2025-08-15 2024-12-31 13F/A-1 MEDTRONIC SHS G5960L103 6,408 115 1.83 512 -9.72 0.0540
2025-02-04 2024-12-31 13F MEDTRONIC SHS G5960L103 6,408 115 512 0.0540
2024-10-25 2024-09-30 13F MEDTRONIC SHS G5960L103 6,293 265 4.40 567 19.41 0.0705
2024-07-19 2024-06-30 13F MEDTRONIC SHS G5960L103 6,028 -39 -0.64 474 -10.23 0.0697
2024-07-19 2024-03-31 13F/A-1 MEDTRONIC SHS G5960L103 6,067 47 0.78 529 6.67 0.0839
2024-04-25 2024-03-31 13F MEDTRONIC SHS G5960L103 6,025 5 525 0.0850
2024-03-13 2023-12-31 13F/A-1 MEDTRONIC SHS G5960L103 6,020 -353 -5.54 496 -0.80 0.0945
2024-02-05 2023-12-31 13F MEDTRONIC SHS G5960L103 6,006 -353 495 0.0943
2024-03-13 2023-09-30 13F/A-1 MEDTRONIC SHS G5960L103 6,373 50 0.79 499 -10.41 0.1355
2023-11-06 2023-09-30 13F MEDTRONIC SHS G5960L103 6,359 48 498 0.1387
2024-03-13 2023-06-30 13F/A-1 MEDTRONIC SHS G5960L103 6,323 64 1.02 557 10.52 0.1516
2023-08-03 2023-06-30 13F MEDTRONIC SHS G5960L103 6,311 52 556 0.1526
2023-05-12 2023-03-31 13F MEDTRONIC SHS G5960L103 6,259 -318 -4.84 505 -1.37 0.1484
2023-01-30 2022-12-31 13F MEDTRONIC SHS G5960L103 6,577 410 6.65 511 2.61 0.1847
2022-11-02 2022-09-30 13F MEDTRONIC SHS G5960L103 6,167 3 0.05 498 -9.95 0.1993
2022-08-10 2022-06-30 13F MEDTRONIC SHS G5960L103 6,164 -81 -1.30 553 -20.20 0.2146
2022-05-09 2022-03-31 13F MEDTRONIC SHS G5960L103 6,245 2 0.03 693 8.62 0.2546
2022-02-08 2021-12-31 13F MEDTRONIC SHS G5960L103 6,243 -118 -1.86 638 -19.95 0.2397
2021-11-03 2021-09-30 13F MEDTRONIC SHS G5960L103 6,361 472 8.01 797 9.03 0.3144
2021-08-10 2021-06-30 13F MEDTRONIC SHS G5960L103 5,889 43 0.74 731 5.79 0.3364
2021-05-17 2021-03-31 13F MEDTRONIC SHS G5960L103 5,846 1,769 43.39 691 42.77 0.3359
2021-01-22 2020-12-31 13F MEDTRONIC SHS G5960L103 4,077 -685 -14.38 484 -2.22 0.2671
2020-10-20 2020-09-30 13F MEDTRONIC SHS G5960L103 4,762 338 7.64 495 21.92 0.3155
2020-07-31 2020-06-30 13F MEDTRONIC SHS G5960L103 4,424 -11 -0.25 406 1.50 0.3179
2020-05-11 2020-03-31 13F MEDTRONIC SHS G5960L103 4,435 389 9.61 400 -17.01 0.4093
2020-01-21 2019-12-31 13F MEDTRONIC SHS G5960L103 4,046 44 1.10 482 10.80 0.3429
2019-10-31 2019-09-30 13F MEDTRONIC SHS G5960L103 4,002 157 4.08 435 16.31 0.3382
2019-07-24 2019-06-30 13F MEDTRONIC SHS G5960L103 3,845 -933 -19.53 374 -14.02 0.3007
2019-04-26 2019-03-31 13F MEDTRONIC SHS G5960L103 4,778 1,790 59.91 435 59.93 0.3521
2019-02-14 2018-12-31 13F MEDTRONIC SHS G5960L103 2,988 2,988 272 0.3165
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.