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Atlantic Private Wealth’s Medtronic MDT Stock Holding History

Atlantic Private Wealth’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 		$8.66K Hold
100
– – 0.01% 194
2025
Q4 		$9.61K Hold
100
– – 0.01% 194
2025
Q3 		$9.52K Hold
100
– – 0.01% 179
2025
Q2 		$8.72K Hold
100
– – 0.01% 180
2025
Q1 		$8.99K Hold
100
– – 0.01% 176
2024
Q4 		$7.99K Hold
100
– – 0.01% 168
2024
Q3 		$9K Buy
+100
New +$8.41K 0.01% 154

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

Atlantic Private Wealth's MDT Position: Q1 2026 in Review

Atlantic Private Wealth held its Medtronic (MDT) position steady in Q1 2026 at 100 shares worth $8.66K. The position accounts for 0.01% of the portfolio, ranked #194.

Atlantic Private Wealth first reported a position in MDT in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.61K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Atlantic Private Wealth held 100 shares of Medtronic worth $8.66K as of Q1 2026.
  • Atlantic Private Wealth left its Medtronic share count unchanged in Q1 2026.
  • Medtronic made up 0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #194 holding.
  • Atlantic Private Wealth first reported a position in Medtronic in Q3 2024 and has held it in 7 quarters since.
  • Atlantic Private Wealth's Medtronic position peaked at $9.61K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.