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Atala Financial’s Medtronic MDT Stock Holding History

Atala Financial’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 		– Sell
-616
Closed -$1.24M – 122
2025
Q4 		$1.24M Buy
616
+27
+5% +$2.62K 0.79% 40
2025
Q3 		$1.38M Buy
+589
New +$54.1K 0.86% 39
2025
Q2 		– Sell
-143
Closed -$12.8K – 320
2025
Q1 		$12.8K Hold
143
– – 0.01% 289
2024
Q4 		$11.4K Buy
+143
New +$12.4K 0.01% 306

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atala Financial's MDT Position: Q1 2026 in Review

Atala Financial sold out of Medtronic (MDT) in Q1 2026, closing a stake of 616 shares — an estimated $1.24M sold.

Atala Financial first reported a position in MDT in Q4 2024 and held it in 4 quarters. The position peaked at $1.38M in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Atala Financial reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Atala Financial sold 616 Medtronic shares in Q1 2026, an estimated $1.24M.
  • Atala Financial first reported a position in Medtronic in Q4 2024 and held it in 4 quarters.
  • Atala Financial's Medtronic position peaked at $1.38M in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Atala Financial's 13F filing for Q1 2026, filed 10 Apr 2026.