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Trace Wealth Advisors, LLC → MDT

Trace Wealth Advisors, LLC MDT Position History

Medtronic plc • Healthcare

Quarters held
5
Latest value
$9.6M
Q3 2026
Peak value
$10.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.3M
Q4 2025$8.5M
Q1 2026$9M
Q2 2026$10.3M
Q3 2026$9.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.6M81.3K——
Q2 2026$10.3M82.8K——
Q1 2026$9M81.3K——
Q4 2025$8.5M83.1K——
Q3 2025$8.3M83.1K——

Other funds holding MDT

Other Trace Wealth Advisors, LLC positions

VGES

VANGUARD INDEX FDS

$21.6M
VGES

VANGUARD INDEX FDS

$21.4M
VGES

VANGUARD INDEX FDS

$20.1M
VGES

VANGUARD INDEX FDS

$19.7M
VGES

VANGUARD INDEX FDS

$18M
VGES

VANGUARD TAX-MANAGED FDS

$13.1M
VGES

VANGUARD TAX-MANAGED FDS

$13M
VGES

VANGUARD TAX-MANAGED FDS

$11.6M