American Trust’s Medtronic MDT Stock Holding History

American Trust’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$328K	Buy	+3,781	New	+$362K	0.03%	213
2024 Q2	–	Sell	-10,028	Closed	-$874K	–	283
2024 Q1	$874K	Sell	10,028 -835	-8%	-$71.3K	0.07%	101
2023 Q4	$895K	Buy	10,863 +296	+3%	+$22.6K	0.07%	100
2023 Q3	$828K	Sell	10,567 -2,763	-21%	-$231K	0.06%	113
2023 Q2	$1.17M	Sell	13,330 -215	-2%	-$18.5K	0.08%	124
2023 Q1	$1.09M	Sell	13,545 -5,009	-27%	-$408K	0.08%	128
2022 Q4	$1.44M	Sell	18,554 -1,125	-6%	-$91.2K	0.13%	111
2022 Q3	$1.59M	Sell	19,679 -1,998	-9%	-$180K	0.13%	105
2022 Q2	$1.95M	Sell	21,677 -66	-0.3%	-$6.69K	0.16%	98
2022 Q1	$2.41M	Buy	21,743 +17,174	+376%	+$1.81M	0.16%	94
2021 Q4	$473K	Buy	+4,569	New	+$529K	0.04%	169

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Trust's MDT Position: Q1 2026 in Review

American Trust opened a new position in Medtronic (MDT) in Q1 2026: 3,781 shares worth $328K. The stake represents 0.03% of the portfolio and ranks #213 among its holdings. This is a return to the name: American Trust previously reported a position in MDT as recently as Q1 2024.

American Trust first reported a position in MDT in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.41M in Q1 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

American Trust held 3,781 shares of Medtronic worth $328K as of Q1 2026.
Medtronic was a new American Trust position in Q1 2026.
Medtronic made up 0.03% of American Trust's portfolio in Q1 2026, its #213 holding.
American Trust first reported a position in Medtronic in Q4 2021 and has held it in 11 quarters since.
American Trust's Medtronic position peaked at $2.41M in Q1 2022.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.